Internship Program
What to Expect. The SYM Rotational 12-Week Internship.
Mentorship
An advisor is assigned as your own personal mentor for the summer. They guide you through potential career paths, answer questions, and share industry knowledge along the way.
Client Experience
Sit in on client meetings, analyze client scenarios, participate in meeting prep, and advisory discussions.
Capstone Project
Using MoneyGuide Pro, you’ll develop a comprehensive financial plan based on a mock client scenario, beginning with an initial plan construction. Through multiple mock client meetings, you’ll incorporate updates, refine your analyses, and provide recommendations.
Investment Portfolio
You'll work with a SYM Financial Analyst to build your own Morningstar portfolio and track it against the SYM investment model.
Teamwork
You aren’t left to learn your way on your own. You’ll learn together with 3-5 interns across the SYM offices.
Hiring
We aim to hire interns! At the end of the 12-week internship, we'll assess the fit and hire for our needs.
The Application Process
Applications for the upcoming summer open September 1st.
Application
Submit your application by the October 1st deadline to be considered for our internship program. Be sure to provide all requested materials, including your resume and any additional information that helps us get to know you.
Resume Review
Our team carefully reviews each application to evaluate qualifications, experience, and club/community involvement to alignment with our program. We target individuals who demonstrate strong potential and a genuine interest in our work.
Phone Screen
Selected candidates will be invited to a brief phone screening. This conversation helps us learn more about your background, interests, and goals, while also giving you the opportunity to ask initial questions about the program.
Formal Interview
Candidates who move forward will participate in a more in-depth virtual interview with members of our team. This step allows us to explore your skills and experiences further and to assess how you would contribute to our organization.
Selection
After completing interviews, our team carefully evaluates all candidates and selects those who best align with our internship program’s goals and culture.
Offer
Final candidates will receive an official offer to join the program. We hire based on office need and availability, so spots available may change year over year.
Comments from Former SYM Interns
“Interning at SYM Financial gave me a much clearer picture of what the financial advising industry entails. I started out curious about the advisory side, but ended up learning so much more – like how to build strong client relationships, understand investment strategies and trading, and get familiar with 401(k) plans, marketing, and HR. The team at SYM was incredibly supportive and always encouraged me to keep learning and growing, both professionally and personally.”
“My internship showed me firsthand how apparent SYM culture is after only a short time involved. Everyone’s kindness and welcoming attitudes towards me was contagious and influenced how I treat others now, for the better.”
“SYM’s summer internship is truly what solidified my career choice of financial advising as a college student at Purdue. During my two summers interning at SYM, I spent time shadowing, completing projects, and experiencing the great culture SYM offers to their employees. A valuable internship is the foundation of experiencing what you want in a career, employer and work-life culture. I now have the pleasure of leading our internship program, and I love being able to provide this same experience to our new interns each summer!”
“The best part about my time as an intern with SYM was that I wasn’t treated like an intern! I was trusted to work on meaningful projects within every department to help propel the company forward.”
Courtney’s intern experience was full of real responsibility, genuine connection, and a culture that matched what she was promised and that clarity helped shape her career path after graduation.
When Shane started his internship, he didn’t know what a fiduciary was, just that he wanted to be in financial planning. Fast forward: he’s now an Advisor and Owner at SYM!
Back then, the intern program was a bit of a DIY experience. He did everything from meeting prep to fixing the office toilet (true story). Today? Interns get hands-on exposure to every role at SYM, join client meetings, build mock financial plans, and receive mentorship from dedicated teammates.
Shane’s advice: “Be proactive. Explore different paths, and work to find one that isn’t just a job but is a career you are passionate about joining!”
