About the Internship

The Musuneggi Financial Group (MFG) is offering a dynamic internship opportunity for undergraduate students interested in gaining hands-on experience in client service, administrative operations, and professional communication within the financial services industry. This internship provides a unique opportunity to engage with three core areas of the firm:

• MFG Financial Group – wealth management and financial planning
• MFG Tax Services – tax preparation and planning for individuals and small businesses
• MFG Insurance Services – life, disability, and long-term care insurance solutions

Interns will work directly with professionals across these divisions, gaining a broad understanding of how financial services work together to support clients’ personal and business goals.

Learning Objectives

By the end of the internship, the intern will be able to:

• Understand the structure and function of an integrated financial services firm.
• Gain practical experience in client service processes across financial, tax, and insurance domains.
• Develop professional communication, organization, and customer service skills.
• Learn the basics of financial documentation, regulatory requirements, and client onboarding.
• Explore career paths in financial advising, tax consulting, insurance services, and operations.

Key Responsibilities

Under supervision, the intern will:

• Serve as a welcoming and professional point of contact for clients, prospects, and guests.
• Assist with scheduling and coordinating client meetings across the firm’s three business units.
• Support the preparation and processing of paperwork for financial, tax, and insurance services.
• Help maintain accurate and confidential client records in compliance with regulatory standards.
• Participate in planning and execution of client appreciation events and internal team meetings.
• Contribute to day-to-day administrative tasks such as filing, organizing supplies, and basic technical troubleshooting.
• Shadow professionals in each business unit to observe real-world applications of financial planning, insurance consulting, and tax services.

Preferred Qualifications

• Current undergraduate student (preferably junior or senior) pursuing a degree in Business, Finance, Accounting, Economics, or a related field.
• Strong interpersonal, written, and verbal communication skills.
• Organized, detail-oriented, and comfortable handling confidential information.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Eagerness to learn, with a proactive and professional mindset.

Mentorship & Supervision

Interns will be directly supervised by members of the client service and operations teams. Regular check-ins and mentorship sessions will ensure a supportive learning environment and alignment with professional goals.

Career Exploration

This internship is ideal for students exploring careers in:

• Financial Planning & Wealth Management
• Tax Preparation & Consulting
• Insurance Sales & Consulting
• Office Operations & Client Relationship Management

Interns will gain a holistic view of the financial services industry and better understand how different disciplines work together to provide full-service solutions to clients.

Compensation: This is a paid internship. Students may also be eligible to receive academic credit through their college or university, subject to institutional approval.