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Estate Planning

Estate & Financial Planning Intern

RJP Estate Planning is seeking a motivated and curious Estate / Financial Planning Intern interested in building a foundation in estate planning, financial services, and client-facing sales processes.

RJP Estate Planning

Protecting Arizona families through comprehensive estate planning since 1995.

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Scottsdale Office

4110 N. Scottsdale Road Suite 170

Scottsdale, AZ 85251

Tucson Office

5151 E. Broadway Blvd Suite 750

Tucson, AZ 85711

Contact Us

(480) 346-3570care@rjpaz.com

© 2026 RJP Estate Planning. All rights reserved.

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The Planning Consultants at RJP Estate Planning provide services in the areas of estate planning, planning with wills and trusts, asset protection, probate avoidance, probate & estate administration, long-term care planning, Medicaid planning, asset protection from Medicaid, veterans benefits, charitable planning, special needs, estate tax planning, and business succession planning. They serve clients and their families throughout Scottsdale, Phoenix, and Sun City, Arizona, and the surrounding cities and towns.

RJP Estate Planning is not a law firm, cannot give legal advice, and does not prepare legal documents. For legal services, clients separately consult with an estate planning attorney or law firm.

RJP-AZ, LLC (RJP Estate Planning) is licensed to offer insurance products and receive commissions for those products. Its representatives who discuss these products with you hold individual licenses.

Securities are offered through CoreCap Investments, LLC, a registered broker-dealer and member FINRA/SIPC. Advisory services are offered through CoreCap Advisors, LLC, a registered investment advisor. RJP Estate Planning and RJP-AZ, LLC are separate and unaffiliated entities and are not affiliated with CoreCap Investments or CoreCap Advisors. Representatives that offer these services hold the required licenses.

Some products or services are provided by trusted companies/service providers. These companies/providers are separate and unaffiliated entities from RJP-AZ, LLC.

Scottsdale, AZPosted March 1, 2026Internship
Approximately 30 hours per week (flexible scheduling available)6 or 9 month internship with potential for full-time employment

About This Role

As an intern, you will shadow experienced professionals, participate in client meetings, and gain hands-on experience with estate planning concepts, financial products, and consultative sales strategies. You will learn how RJP supports clients through every step of the estate planning process while developing professional communication and organizational skills. This role is ideal for someone exploring a long-term career in financial planning, estate planning, or financial services.

Responsibilities

  • Shadow financial and estate planning professionals during client meetings and consultations
  • Communicate with current and prospective clients throughout their engagement with RJP
  • Learn RJP’s sales process, including how estate planning documents are presented and explained
  • Assist with preparing and organizing client paperwork and next-step documentation
  • Utilize RJP’s CRM system to update client information and track progress through the planning process
  • Attend seminars throughout the Valley to learn RJP’s seminar model, client education approach, and follow-up process
  • Gradually conduct portions of client meetings, including walking clients through next steps in the estate planning process, under supervision

Qualifications

  • Currently enrolled in, or recently completed, a bachelor’s degree in Finance, Accounting, Business, Economics, or a related field
  • Interest in estate planning, financial planning, or financial services
  • Prior experience in financial or estate planning is preferred but not required
  • Previous internship or customer-facing experience is a plus
  • Strong written and verbal communication skills
  • Ability to communicate clearly and professionally with a diverse range of clients
  • Strong organizational and time-management skills
  • Comfortable learning new systems and processes

Benefits & Perks

  • Paid internship at $18/hour
  • Flexible scheduling to accommodate school commitments
  • Exposure to real client interactions and professional sales processes
  • Mentorship from experienced financial and estate planning professionals
  • Opportunity to develop skills applicable to a future career in financial services
  • Potential to turn into a full-time position with PTO, insurance coverage, and commission-based compensation

How to Apply

Submit your resume, cover letter, and a two-minute elevator pitch on who you are and what got you motivated to pursue estate/financial planning.

Apply for This Role

Estate & Financial Planning Intern. Let's start with your name.

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