Build a Career, Not Just a Résumé
A selective, mentorship-driven internship designed to raise the bar for client outcomes — and accelerate your trajectory in wealth management.
What This Internship Is
Internships at Jackson Wealth Management are not temporary roles or résumé builders. They are a selective pathway for entrepreneurial students to explore whether a long-term career—and potential future partnership—with our firm could be the right fit. Interns contribute to real client outcomes and learn our forward-looking approach through Strategy Sessions and Tactical Positioning Meetings, not “reviews.”
How We Create Fee-Worthy Value
- Chart Your Course™: a one-page plan with clear action items, owners, and timelines.
- Tax Intelligence (Holistiplan): model scenarios (Roth conversions, bracket management, charitable timing) and help implement.
- Models-Based, Discretionary Portfolios: multiple risk-tiered models, informed in part by LPL Research, tactically positioned across sectors using technical and economic factors.
- In-person client experience: the majority of our client work happens face-to-face in downtown Findlay, Ohio.
What You’ll Work On
- Prep for Strategy & Tactical meetings (agenda drafting, recaps, next-step tracking).
- Chart Your Course™ build-outs: organizing data, turning recommendations into action items and timelines.
- Tax-planning scenarios using Holistiplan; documenting opportunities for client presentation.
- Research and support for our models-based portfolios; assist with rebalancing workflows and documentation.
- Operational excellence: meeting logistics, CRM hygiene, follow-through that raises the client experience.
Who Thrives Here
- Entrepreneurial students in Finance/Financial Planning/Business who want mentorship and accountability.
- Excellent communicators who ask smart questions and listen actively.
- Detail-oriented builders who love turning plans into measurable results.
- Values-driven teammates aligned with doing what’s right for clients—every interaction, every time.
- Location: fully in-person, in-office in downtown Findlay, Ohio.
How to Apply
- Submit Your Business Plan: Outline why Jackson Wealth Management is the right fit, the value you will deliver, your timeframe, and desired structure.
- Confirm Fit & Availability: This internship is fully in-person in Findlay, Ohio.
- Optional: Apply via LinkedIn if you discovered us there.
- Clarity Conversation: Selected candidates will be invited to a short Clarity Call (Zoom) to explore mutual alignment.
- Strategy & Tactical Session: If alignment is strong, you’ll meet with leadership (in-office) to map responsibilities, outcomes, and mentorship plan.