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Financial Advising & Leadership Program

At Strategies for Wealth, we believe in being part of something bigger than yourself. We are a full-service financial firm founded over 85 years ago, and are seeking a group of highly talented, ambitious, and coachable rising college seniors to take part in our Financial Advising & Leadership Summer Program 2024 from June 10th - August 2nd.

The Financial Advising & Leadership Summer Program is a paid experience (virtual or in-person depending on up to date COVID protocols) where a carefully selected cohort will learn what it’s like to develop a career in financial planning at  a top firm, with over 9 billion in assets  administered, 60 thousand clients, and a 70% 5-year retention rate for financial professionals compared to the industry average of 13%.

Cohort members will also take part in training designed to spur their overall professional and leadership development. Each of the 8 weeks has a specific theme that cohort members will engage in through speakers, individual research, assigned reading/listening materials, and activities designed to strengthen their knowledge of each topic.

The themes are as follows:

The themes are as follows:

  • Mission & Purpose
  • Networking/Prospecting
  • Life & Disability Insurance
  • Investments
  • Planning for Business Owners
  • Estate Planning
  • Entrepreneurial Mindset
  • Capstone Project

The last of the 8 weeks will culminate in a capstone project, where cohort members will take all that they learned over the course of the summer, perform their own research, and craft a presentation on a topic of their choice. This project is designed to highlight the independence, creativity, research skills, and technical knowledge of financial concepts that cohort members have developed over 7 weeks.

 At the end of the summer, program cohort members will be invited to continue taking part in Strategies for Wealth training and other development activities. They will also have the opportunity to be considered for a position at the firm as a full-time financial representative, following graduation and successful completion of the program.

Minimum Requirements

  • Rising Senior in college or university
  • Minimum GPA 3.0
  • US work authorization
  • Commuting distance from NY

What Can Put You Ahead

  • Participation in college or high school athletics
  • History of leadership
  • Business or finance related major
  • Dean’s List or other academic distinction

To apply or learn more about the Financial Advising & Leadership Program

please contact Bobby Angel at