2027 Internship Program
Red Oak Financial Group
Applications Now Being Accepted!
Red Oak Financial Group is excited to announce that applications are now being accepted for our 2027 Summer Internship Program!
Our internship program is designed for motivated college students interested in exploring a career in financial planning, wealth management, and the financial services industry.
Through hands-on experience with both Red Oak Financial Group and Red Oak Retirement Services, interns will gain valuable exposure to two important areas of the financial services industry. Students will learn about personal financial planning, investment management, pension administration, and corporate retirement plan investment management while working alongside experienced professionals.
Our goal is to provide a well-rounded learning experience that helps students develop professional skills, explore different career paths, and gain a better understanding of the financial services industry.
Not Ready for a Full Summer Internship? Come Shadow Us!
We also offer 1–3 day job shadowing opportunities for students who are curious about the financial services industry but aren't ready to commit to a full summer internship.
This experience provides an opportunity to spend time with our team, observe financial professionals in action, learn about different career paths, and get a firsthand look at the daily operations of a financial advisory firm.
Whether you're exploring your options or already considering a career in finance, we'd love to help you discover what the industry has to offer!
[Apply Now] Red Oak Financial Group Internship Program Application
More Than Just an Internship
At Red Oak Financial Group, we believe internships should be about much more than administrative tasks and observing from the sidelines.
We've developed a structured internship program that provides students with opportunities to actively participate, learn from experienced professionals, and gain valuable insight into the day-to-day operations of a financial advisory firm.
Throughout the summer, interns will have the opportunity to:
Gain Hands-On Experience: Participate in supervised projects and assist with real-world financial planning and business operations.
Explore the Financial Services Industry: Learn about financial planning, investment management, client relationships, and the various roles within a financial advisory firm.
Experience Red Oak Retirement Services: Gain exposure to our retirement services division, which specializes in pension administration and corporate retirement plan investment management. Learn how our team helps businesses manage their retirement plans and support their employees' long-term financial goals.
Learn from Experienced Professionals: Work alongside our team members, receive mentorship, and gain insight into potential career paths.
Develop Professional Skills: Strengthen communication, problem-solving, teamwork, and business skills through practical experience.
Experience Our Company Culture: Become part of a collaborative, supportive environment that values hard work, integrity, professional growth, and exceptional client service.