About the role

As a Wealth Management & Financial Planning Intern, you will play a key role in supporting high-net-worth client relationships and prospecting efforts. This internship offers hands-on experience in researching advanced financial planning topics—including estate planning, tax strategies, retirement planning, and charitable giving. You’ll contribute to process improvement initiatives and assist in implementing solutions that enhance team efficiency. Additionally, you’ll collaborate on enterprise-level projects, providing subject matter expertise and gaining exposure to strategic initiatives across the organization.

Why work with us?

Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We’re a big company, yet small enough you can make an impact and won’t get lost in the shuffle. You’ll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.

You’ll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match.

COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.

Come join our team at COUNTRY today!

Required Skills:

• Basic understanding of financial concepts such as investment products, insurance, and market trends.

• Strong research and analytical skills, with attention to detail when working with product data and documentation.

• Effective communication skills, both written and verbal, to collaborate with team members and present findings clearly.

• Organized and self-motivated, with the ability to manage multiple tasks and meet deadlines in a team-oriented environment.

Qualifications:

• Open to all majors with a preference towards Finance, Accounting, Economics, and Business Administration majors.

• Proficiency with Microsoft Office tools, especially Outlook, Excel and PowerPoint.

• Must be able to work full-time hours from late May 2026 to early August 2026. The internship may be extended part-time through fall 2026 and spring 2027.

About COUNTRY Financial

Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We’re a big company, yet small enough you can make an impact and won’t get lost in the shuffle. You’ll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business. You’ll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match, parental leave, paid time off, paid company holidays and time off to volunteer in your community. Please click here to learn more about who we are and the many benefits we offer our employees. COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran s...tatus, national origin, disability, or any other status protected by applicable laws or regulations. Come join our team at COUNTRY today! COUNTRY Financial does not generally sponsor individuals for employment-based visas for this position.

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Connections working at COUNTRY Financial