Wealth Strategy & Finance Intern

Job Type: Intern

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

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