Summer 2026 Intern - Workplace Planning and Advice Process Improvement

Personal Capital

Personal Capital

Boston, MA, USA
USD 47,800-65,725 / year
Posted on Dec 20, 2025

Summer 2026 Intern – Workplace Planning and Advice Process Improvement

Job ID R.0055493 Primary location Boston, Massachusetts Date posted 12/19/2025 Worker type Regular Workplace flexibility Onsite

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Summer 2026 Intern – Workplace Planning and Advice Process Improvement

Location: Boston, MA (on-site & in-person)

Duration: 10 weeks from May 27, 2026 to July 31, 2026

Schedule: Full-Time (40 hours/week)

Compensation: $22.00 - $23.00 per hour (based on academic level)

Empower is a leader in financial planning and retirement solutions, committed to helping people achieve financial freedom. We serve millions of individuals, employers, and advisors through personalized products, smart technology, and a people-first approach.

Program Overview

Empower’s Summer Internship Program offers an immersive 10-week experience designed to develop rising professionals with an interest in financial services. Our interns thrive in a fast-paced, growth-oriented environment while gaining valuable insights into our business, culture, and mission.

Each intern is paired with a dedicated manager, mentor, and executive sponsor, and will work on a meaningful summer project. This program includes:

  • Hands on-experience with real business initiatives
  • Exposure to senior leadership and cross-functional teams
  • Networking opportunities
  • Professional and personal development workshops

At the conclusion of the internship, each intern presents their work to business leaders, showcasing the impact they’ve made.

What you’ll do

As a Planning and Advice Intern, you will play a key role in elevating client engagement and planning experience initiatives within Empower’s Advisory & Distribution organization. Your dedicated project assignment will focus on Executive Services and our newest Boston Investor Center, where you’ll help identify and improvement enhancements to the client experience that strengthen Empower’s commitment to personalized, high-quality financial advice and planning. Over the 10-week program, you will:

  • Partner with Executive Services and Boston Investor Center leadership to assess client touchpoints and identify opportunities for service improvement
  • Support process mapping and documentation that streamline high-value client interactions
  • Analyze feedback and service metrics to uncover insights that inform efficiency and satisfaction goals
  • Collaborate across internal teams to ensure initiatives align with operational priorities and client experience standards
  • Contribute to presentations that communicate findings, recommendations, and measurable impacts to business leaders

What you bring

We’re seeking college students who demonstrate a balance of technical aptitude, professionalism, and curiosity. Ideal candidates will bring the following:

Required Qualifications:

  • Currently enrolled in a college or university (Bachelor’s or Master’s program)
  • Minimum cumulative GPA of 3.0
  • Available for full 10-week program (May 27 – July 31, 2026)
  • Must reside near or be able to reliably commute to Boston, MA (in-person internship)
  • Experience with Microsoft Office Suite (Excel, Word, PowerPoint)
  • Authorization to work in the U.S. without current or future visa sponsorship (CPT/OPT not supported)

Core Competencies:

  • Strong analytical and critical thinking skills
  • Clear verbal and written communication skills for stakeholder interactions and project reporting
  • Ability to interpret data and identify client and efficiency opportunities
  • Excellent organization and attention to detail when managing multiple requests and maintaining documentation
  • Collaborative mindset and ability to work effectively across teams
  • Self-directed with a proactive approach to learning

What will set you apart

  • At least 2 years of academic progress toward a bachelor’s degree
  • Expected to graduate and be available for full-time employment by mid-2027
  • Preferred majors: Finance, Economics, Business Analytics, or other relevant business fields
  • Experience with research, data analytics, process mapping, or workflow documentation
  • Strong problem-solving skills with the ability to translate complex information into clear recommendations
  • Familiarity with financial planning, client experience, or operational process improvement concepts

Important notes

Applications are reviewed on a rolling basis.

High-performing interns may be considered for return offers or full-time opportunities post-graduation.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$47,800.00 - $65,725.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

01-12-2026

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