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College Financial Representative Internship

Fast Track your Career

Put your college courses to work and learn new skills to become the next generation of Concord Wealth Management's Adviser Team.

Do you have an entrepreneur's drive to build your own business?

Are you looking for a career that will assist business owners in managing their financial risks and investments?

Do you enjoy helping people and families set and reach their financial goals?


Concord Wealth Management, powered by Penn Mutual, offers a boutique-firm feel with a big-firm service and support. We are a wealth management firm that specializes in helping our clients achieve their financial goals and insurance needs. Our business is growing in the New England area and we are looking for successful college students pursuing a career in the financial services field.

Our College Financial Representative internship is a fun, fast-paced, and rigorous program, designed to take you from full time student to full time Financial Adviser. You will be selected, interviewed, and trained just as a full time Adviser would - we don't hold back in teaching you all the skills you will need to successfully build a career with us. 

As an intern, plan to earn your Life, Accident and Health insurance license, which will allow you to work alongside our top advisers through every step of the client process.  You will be mentored and coached on all aspects of the client experience by our experienced advisers and leaders. In addition, you will have the opportunity to observe every step of the financial planning process including client meetings. 

(And yes, you will be compensated for your work!)

Applicants should be working toward their four year college degree, be able to learn quickly, and be highly motivated.

Locations: Waltham, Braintree, and Wakefield, MA

Gain work experience while completing your college degree

Collaborate with our team of industry leading Advisers

Be a hands on team member, affecting real clients and driving real sales