Internship Opportunity in Orlando, Florida

Moisand Fitzgerald Tamayo LLC is offering exciting opportunities for financial planning summer interns to join our Orlando office for four to six weeks in 2025. We are seeking candidates who possess a strong passion for financial planning, are driven, and excel in a process-oriented environment. This internship provides a valuable chance to immerse yourself in the operations of a fee-only Registered Investment Advisor firm and gain hands-on experience. Throughout the internship, you will have the opportunity to explore various subjects and departments, gaining valuable insights into the workings of a full-service financial planning and wealth management firm.

Opportunity:

  • Engage in the financial planning process using the same programs and technologies as our advisors.
  • Attend occasional client meetings to observe and learn.
  • Benefit from mentorship opportunities with team members, including firm principals.
  • Gain practical experience by collaborating with team members on projects across all departments, utilizing various technologies to understand the inner workings of an advisory firm.
  • Develop project management skills through workflows, tasks, and accountability metrics.
  • Enhance written and verbal communication skills through interactions with the team and clients.
  • Provide research, analysis, and administrative support as needed.

Qualifications:

  • Currently enrolled as an undergraduate in a CFP Board Registered program
  • Scheduled to graduate in December 2025 or May 2026
  • Strong attention to detail and exceptional organizational skills
  • Willingness to learn new programs and software
  • Tech-savvy, solution-focused, and resourceful
  • Excellent written and verbal communication skills, with a knack for straightforward communication
  • Trustworthy, ethical, and hardworking
  • Positive attitude, ability to thrive in a team environment
  • Available to work in our Orlando office during regular business hours. We are flexible with the internship timeframe to accommodate the student's schedule.

About Us:

  • We have served clients for over 25 years
  • Excellent corporate culture with extremely low employee turnover. We have appeared in Investment News' list of the 75 Best Places to Work for Financial Advisors five times since 2019.

Our firm believes our people and culture are our most valuable assets, so the successful candidate will be a great fit for the role and our culture. We look forward to welcoming enthusiastic and dedicated individuals to our team!

Applicants, please send resumé and cover letter to Sara Nash via email, [email protected]No calls or drop-ins please.