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© All Rights Reserved. ApplyBlast.com
Finsyn
The Wealth Management Intern is a part‑time, two‑month paid summer internship focused on supporting financial advisors with client meetings, paperwork, and back‑office tasks while gaining exposure to financial planning software, portfolio management, and CRM systems. Interns will observe advisors, complete training modules, and contribute to special projects, with the goal of evaluating fit for a future career in wealth management.
Financial Synergies Wealth Advisors (FinSyn) is a Houston-based, fee-only fiduciary wealth management firm offering comprehensive financial planning and investment management. Their team of CFP® professionals brings 35–40+ years of experience serving families, business owners, and executives with wealth, retirement, and tax-aware planning. As a fiduciary they emphasize personalized, tax-efficient strategies and transparent, fee-only compensation. Clients work with FinSyn for long-term, objective advice and experienced portfolio management.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Finsyn.