Headquartered in beautiful Carpinteria, California, PlanMember is a growing financial services firm serving hundreds of thousands of clients nationwide. For more than three decades, PlanMember has provided premiere retirement and investment services to individual investors as well as employees of education, nonprofits, governmental and private sector organizations. PlanMember has been a top-ranked fee-based broker dealer since 2004 and top-ten ranked for new retirement plans added and K-12 retirement plans.

With a mission of making a positive difference for our Partners, Members and Employees, PlanMember provides generous benefits and a personalized company culture that champions career growth and is looking for highly motivated individuals to join its growing team.

Location Information:  On-Site at our Carpinteria, CA Headquarters

Salary Range: 

Starting salary is between $20.00 and $23.00 per hour, however, it is ultimately determined by the scope of the internship, the candidate's relevant experience, credentials/certifications and internal equity.

As an intern at PlanMember, you will have the opportunity to gain hands-on experience in the financial services industry and contribute to meaningful projects that impact our organization. This internship program is designed to provide you with valuable insights, and a chance to develop essential skills that will benefit your future career. You will work closely with our team(s), learn from experienced professionals, and be exposed to various aspects of our industry.

Benefits of our Internship Program:

• Learning Experience: Gain practical experience of the financial services industry
• Coaching/Mentorship: Receive guidance, coaching and mentorship from experienced professionals
• Networking: Build valuable connections within the industry.
• Exposure: Get a glimpse into the workings of a real-work workplace.

Potential for Future Opportunities: The internship may lead to further career prospects within PlanMember

The duration of our summer internship is 6-8 weeks. Generally beginning the 2nd week of June till the 1st or 2nd week of August.

• Project Support: Assist in ongoing projects by conducting research, gathering data, and providing administrative support.

• Learning and Development: Participate in training sessions, workshops, and coaching programs to enhance your skills and knowledge.

• Collaboration: Work collaboratively with team members and cross-functional teams to achieve project goals and objectives.

• Problem Solving: Contribute to problem-solving initiatives by offering fresh perspectives and creative solutions.

• Documentation: Maintain accurate records, reports, and documentation related to your projects and tasks.

• Presentation: Prepare and deliver presentations on your project’s findings or related topics.

• Ad-Hoc Tasks: Assist with various ad-hoc tasks and assignments as directed by your supervisor/manager.

To be determined based on the department you are assigned to, such as:

• • Service Center
  • Operations
  • IT
  • Compliance
  • Sales
  • Investments
  • Marketing
  • Finance
  • Human Resources/Facilities

Essential Job Function: 

Depending on the department assigned:

This position could be deemed an “Essential Staff” position for the purpose of our Business Continuity Plan "BCP". This distinction means you are expected to be fully prepared to perform essential functions of your job remotely as deemed applicable and necessary by your manager and the Company upon declaration of a BCP event.

• Accountability

• Have a strong desire for a career in the financial services industry

• A desire to learn and grow

• Excellent communication and interpersonal skills

• Detail-oriented and organized with the ability to manage multiple tasks.

• Adaptability and a willingness to take on new challenges.

• Eagerness to contribute to a dynamic team and organization.

• Time management

• Enrolled in a relevant bachelor’s or master’s degree program

• Have a comfortable working knowledge of Microsoft office/suite (Excel)

Not Applicable

Position Information:  This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. PlanMember reserves the right to modify duties or job descriptions at any time.

PlanMember Financial Corporation is an Equal Opportunity Employer. PlanMember does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.