How Wealth Management Firms Can Create a Winning Internship Program

Many internship programs in financial services lack structure and purpose. However, Halbert Hargrove, under the leadership of CEO JC Abusaid, took a different route—designing an internship experience that empowers the next generation of advisors to thrive in the industry.

Give Interns Exposure to Real Client Work

Instead of assigning interns to behind-the-scenes tasks, the team at Halbert Hargrove actively includes them in the firm’s day-to-day operations. Interns join client meetings, observe planning conversations, and explore how various departments work together. This real-world exposure builds confidence and gives them a clearer picture of an advisor’s role.

Pair Interns with Experienced Mentors

Mentorship plays a central role in the program. Each intern works closely with a seasoned advisor who provides training, feedback, and encouragement. As a result, interns receive personalized guidance that accelerates their development and connects them to the firm’s mission.

Define a Clear Career Path

Beyond exposure and mentorship, Halbert Hargrove also outlines the next steps for interns who want to grow within the firm. They communicate a clear trajectory—from intern to full-time team member. By doing so, the firm not only attracts talent but retains it with long-term vision and purpose.

Invest Today to Build Tomorrow’s Leaders

Firms that take internships seriously can shape their future leadership pipeline. When you invest in mentorship, training, and real-world learning, you don’t just educate interns—you inspire loyalty and elevate the standards of your entire team.

These insights are inspired by the Next Mile podcast featuring JC Abusaid, CEO and President at Halbert Hargrove. Listen to the full episode here and explore more articles in this series.