Internship Duration: 8–10 Weeks
Work Type: Remote
Commitment: 10–20 Hours per Week
Track: Finance Internship Program
About This Role
Most finance internships have you updating spreadsheets for strategies you'll never fully understand. At ClairFi, you'll study the real plays — tax optimization structures, private deal syndication, trust planning, and asset protection frameworks — and help translate them into content and client-facing tools used by ClairFi360 members earning $250K–$1M+.
This role is for someone who reads financial content outside of class, can hold a nuanced conversation about tax strategy or alternative assets, and wants their internship to actually accelerate their career — not just add a logo to a resume.
What You'll Do
- Research and document tax optimization strategies: QSBS, DSTs, opportunity zones, cost segregation, and more
- Summarize alternative investment structures (private equity, syndications, hedge funds) for our internal knowledge base
- Support due diligence documentation for vetted partner funds and alternative investment offerings
- Assist with or build financial modeling templates used in client onboarding and scenario planning
- Contribute to client-facing educational content on estate planning and asset protection
- Senior-track candidates: Build comprehensive tax scenario models and draft a final capstone strategy brief reviewed by a senior advisor
What We're Looking For
- Pursuing a degree in Finance, Accounting, Economics, or a pre-law / CFP track
- Basic-to-intermediate understanding of tax concepts, investment vehicles, or estate planning
- Strong analytical skills with proficiency in Excel or Google Sheets
- Intellectual curiosity — you follow financial news, read whitepapers, or explore strategy outside the classroom
- Prior coursework or experience in tax, investing, or financial planning is preferred
- Pursuing or planning to pursue CFA, CFP, CPA, or law school is a genuine differentiator
What You'll Walk Away With
- Direct exposure to private deal flow, tax strategy, and wealth structures most advisors hide behind $25M minimums
- Real analytical work product reviewed and used by a practicing advisory team
- A network of accredited investors, wealth advisors, and fintech founders
- A strong reference letter and — for high performers — potential path to an associate or advisor partner track
Compensation
Performance-based stipend for all interns. Exact amount determined based on scope, class year, and demonstrated contribution. Details shared during the interview process. High performers will be considered for post-graduation opportunities.