Internship – Portfolio Technical Strategist

Are you looking for an opportunity to utilize your ability to provide strong technical skills related to financial markets?  Come be a part of our team and play a vital role in our growth!

The Portfolio Technical Strategist Internship can be completed in either our Huron, SD or Sioux Falls, SD office.

Cornerstone Financial Solutions, is an independent wealth management practice, providing customized planning solutions and a first-class experience to high-net-worth individuals, families and business executives. We are proud of our achievements in becoming a leading independent financial planning and wealth management practice and strive to consistently improve our team.


In this role you will:

  • Provide technical data and information to advisors while helping to manage all financial planning software platforms utilized by our practice.
  • Complete administrative functions that support our advisor team with daily trade management.
  • Help facilitate our Investment Committee
  • Collaborate with financial advisors to provide financial plans for review with clients.
  • Correspond with region and local wholesalers on products/funds availability.
  • Perform all other miscellaneous responsibilities and duties as assigned.

You are the ROCKSTAR we are looking for if you have:

  • An educational background in the financial and investment advisory industry.
  • A base understanding of the industry, financial concepts, product knowledge, investment management, and client-service strategies.
  • Knowledge in IT/Finance Technology (preferred but not mandatory).
  • Proficiency in Microsoft Office Suite – Outlook, Excel, Word and PowerPoint.
  • Strong organizational skills and the ability to work within deadlines.
  • Effective oral and written communication skills, as well as the presentation and interpersonal skills needed to successfully interact with prospects, clients, financial professionals and other associates.
  • Experience in solving service/operational issues and answering or providing information regarding procedural/sales questions.
  • A reliable level of competence in following firm compliance procedures and file maintenance.


Benefits and Compensation:

  • Paid Internship – $18-$20/hour, depending on qualifications. 

If this is you:

Submit your resume and cover letter to or by mail to:

Cornerstone Financial Solutions

280 Dakota Ave. S.

Huron, SD 57350

Attn: Michelle Stahl

At Cornerstone, we have created a culture that emphasizes personal responsibility, excellence, open communication, mutual respect, and a team environment.  If you are committed to helping us make a difference in the lives of our clients, we look forward to hearing from you.