Career Opportunities

📢 We’re Hiring: 2027 Summer Internship
📍 Chapel Hill, NC | Eligibility: May 2028 Graduates Only

Woodward Financial Advisors is seeking a rising senior graduating in May 2028 to join our wealth management firm in Chapel Hill, NC for a full-time internship during Summer 2027.

This opportunity is exclusively for students entering their senior year and graduating in May 2028. Freshmen, sophomores, and students graduating after May 2028 are encouraged to explore Woodward Financial Advisors, learn more about our firm, and connect with us when they are approaching their senior year.

About the Internship

This internship is designed for a student who is seriously considering a career in financial planning and wants meaningful, hands-on experience inside an independent wealth management firm.

You’ll work alongside our team, gain exposure to the financial planning process, participate in client meeting preparation, and see firsthand what a career in an independent advisory firm looks like.

Our goal is for you to leave the summer with a much deeper understanding of the profession, meaningful experience to build upon, and a clear picture of whether financial planning is the right career path for you.

As Woodward continues to grow, we view our internship program as a potential entry point to a future career with our firm. While future employment is not guaranteed, a successful internship could lead to consideration for a full-time opportunity following graduation based on firm needs, performance, interests, and fit.

What You'll Experience

Direct exposure to financial planning and the day-to-day operations of a wealth management firm
Mentorship from experienced financial planning professionals
Participation in client meeting preparation and opportunities for client meeting exposure
Ownership of meaningful projects throughout the summer
Collaboration across our advisory, financial planning, and client service teams
An inside look at potential career paths within an independent RIA

You're a Good Fit If You:

Are graduating in May 2028
Are organized, dependable, and highly detail-oriented
Have a genuine interest in helping others
Are a self-starter who takes ownership of your work
Have strong analytical, interpersonal, and communication skills
Can manage multiple priorities and follow through on commitments
Communicate clearly and professionally
Work well independently and as part of a team
Have a working knowledge of Microsoft Office

You're a GREAT Fit If You:

Have all of the qualities above, plus:

A strong desire to build a career in financial planning
Curiosity and a willingness to ask thoughtful questions
A natural instinct to solve problems and improve processes
An appreciation for the little details that separate good service from exceptional service
Comfort with autonomy and personal responsibility
An unexplainable love of checklists, processes, and procedures
A genuine desire to make a positive, lasting difference in people's lives

Why Woodward?

We're a team of hard-working, dedicated, and fun-loving people who believe great financial planning is ultimately about helping people get the most LIFE out of their money.

Our interns aren't here just to observe. We want you to learn, contribute, ask questions, build relationships, and experience what it's really like to work in the financial planning profession.

And you'll get to spend the summer in Chapel Hill, North Carolina, in the heart of the Triangle and just minutes from Durham and Raleigh. With great restaurants, universities, outdoor activities, and easy access to both the North Carolina mountains and coast, it's a pretty great place to spend a summer.

Interested?

If you're graduating in May 2028 and interested in spending Summer 2027 learning, contributing, and exploring a future career in financial planning, we'd love to hear from you.

To be considered, applicants must submit BOTH:

A current resume
A Woodward-specific cover letter sharing why you're interested in Woodward Financial Advisors, why financial planning interests you as a career, and what you hope to gain from the internship

Please submit both materials via Handshake. Applications submitted without both a resume and Woodward-specific cover letter will not be considered.

Not graduating in May 2028? We still hope you'll get to know us! Freshmen, sophomores, and juniors who are not yet eligible for this internship are welcome to browse woodwardadvisors.com and reach out when you're approaching your senior year.

Work Location: In person