Student Internships

About Our Internships

Our Mission:
Our internship programs are built to support the new generation of financial advisors and planners. We are committed to providing students a learning experience that aligns with their educational and professional goals. 

Internship Timelines:
We want our interns to show up with their full potential, so we are open to flexible scheduling based on your needs. That being said,

our internship applications are open all year round

Internship Capacity:
Currently, we have one intern position open at a time. Because our timelines are flexible, we will still have applications open even if the position is filled. Every application that we receive during this period will be put on a waitlist, and we will be in contact with you for future opportunities.

Internship Location:
These internships are based in our Edinburg, TX location.
If you are student from the Rio Grande Valley with a special interest in Finance, Financial Planning, or Retirement Planning, this internship can support your professional goals while staying close to home!

Future Opportunities:
We are always expanding, and we are currently working on creating new internship programs.
Make sure to check in on us reguarly to see if a new program is up!

Four Week Internship Program

This program is built for students looking for an internship focused on asset management and investment planning.

In this program, you will meet with each advisor and admin for one-on-one sessions that will teach you about their roles, responsibilities, and technique. In between your meetings, you will be working on a Managed Wealth Portfolio (MWP) project. This project will teach you the complexities and resourcefulness of an MWP, and you will have hands-on experience analyzing different portfolio models, strategies, and their benefits.

Program Schedule:

Six Week Internship Program

This program balances portfolio analyzation and financial planning. This experience is ideal for students who are ready to challenge themselves with case studies built from real client scenarios.

In this program, you will meet with each advisor and admin for one-on-one sessions that will teach you about their roles, responsibilities, and technique. In between your meetings, you will be working on a Managed Wealth Portfolio (MWP) project. This project will teach you the complexities and resourcefulness of an MWP, and you will have hands-on experience analyzing different portfolio models, strategies, and their benefits. You will also be working on a Retirement Planning project. With our financial planning platform, you will create an optimized retirement plan that fits your client's* current circumstances.

*You will not work with real clients. Client information in this case study is NOT tied to a real client.

Program Schedule:

Internship Requirements

Due to the nature of our program, you must meet the following criteria to be eligble for an internship:

1. You must be 18 years old or older
2. You must be eligible to work in the United States
3. You must be currently enrolled in a college or university
4. You must have a basic understanding of Microsoft Excel and related Microsoft programs
5. You must be able to commit to an in-person schedule at our Edinburg Location.

Frequently Asked Questions

What are the expected working hours?

You will be expected to come to the Edinburg, TX office two days a week with three-hour workdays. However, we are more than happy to work with you on your schedule, so we are open to changes within reasonable bounds. No matter what, your schedule will be unique to you and your availability.

Will I have to bring my own computer?

In this internship, we are happy to say that we will provide you with all resources required! We will assign you a computer with the needed accessories, and you will have access to Microsoft 365 programs to ensure a productive internship experience.

What are the LPL online clasess?

The LPL online onboarding consists of four self-paced courses. These courses are:

1. New Hire Security and Privacy
2. Communicating Electronically: Required Advisor Training
3. Anti-Money Laundering, Fraud, and Financial Crimes Training
4. Working with Senior Investors and Vulnerable Adult Investors

How many interns are allowed in the program at once?

We are working on expanding our program, but we will only have one intern at a time. If the intern position is full, your application will be put on our waitlist. Rest assured, we will still reach out to you and can schedule you in for a future program!

I am under 18 years old, can I still apply for an internship? 

We cannot accept interns below 18 years old. However, please feel free to apply anyway! We will put your information on our waitlist, and we can contact you for future opportunities.

Is this a paid or unpaid internship?

We are working on expanding our program to include paid internships, but both of our current internship programs are unpaid.

What can these internship programs offer me?

Interning at IWC will give you first-hand insight on the responsibilities, roles, and services that build our company. You will learn from experienced financial advisors and cover multiple topics such as general financial planning, business financial planning, portfolio models, retirement planning, and more! You will also work on projects and real world case studies that are built to support your educational and professional goals.