Welcome to Pinkerton Wealth Partners, where innovation meets impact! Whether you’re an experienced professional looking to 10x your growth or an intern eager to learn from industry leaders, PWP offers the collaboration, mentorship, and global influence you need to thrive. Join a network that values excellence, fosters strategic partnerships, and embraces the Joy of Generosity—where your career isn’t just about success, but also significance. Are you ready to make a difference?
Mission Statement: At Pinkerton Wealth Partners (PWP), we are committed to developing the next generation of elite financial professionals. Our comprehensive internship and training program provides hands-on experience for:
Flexible Commitment – One day up to two years (aligns with CFP® Board’s fast-track certification pathway).
PWP National Headquarters
2000 W John Loop, Coeur d’Alene, ID 83814
(208) 667-8998
Accommodations available at hotels and homes near our office.
Unpaid & Paid Roles Available
Paid Interns: Competitive hourly wages for client service, research, and administrative tasks.
Core Responsibilities (Aligned with CFP® Board Requirements)
Interns rotate through multiple roles to gain well-rounded expertise in:
‹ Assist in crafting comprehensive financial plans under CFP® supervision.
‹ Develop projections for retirement, tax, and estate planning.
‹ Gain experience using top industry software: MoneyGuidePro, Morningstar, RedTail, Orion Stack, Excel, Word.
‹ Shadow seasoned wealth advisors during client meetings.
‹ Practice presenting financial strategies in mock sessions.
‹ Learn client relationship management skills.
Conduct asset allocation and risk assessments.
‹ Support True Freedom® Investing in tactical investment strategies.
‹ Prepare semi-annual performance reports for clients.
Participate in SEC regulation & fiduciary responsibility training.
‹ Review client files for accuracy and compliance.
Support IARs nationwide with scheduling and back-office tasks.
‹ Learn workflow management for a top-tier financial advisory firm.
Workshops – Learn advanced financial planning, tax strategies, behavioral finance & more.
Mentorship Program – One-on-one coaching from experienced CFP® professionals.
CFP® Exam Prep – Dedicated study materials, mock exams, and test-taking strategies.
Soft Skills Training – Develop public speaking, networking, and client interaction expertise.
Interns are assessed quarterly on:
‹ Technical competency in financial planning.
‹ Ethical decision-making & professional standards.
‹ Communication & leadership skills.
‹ Contributions to PWP’s operations.
Industry Networking – Connect with PWP’s nationwide network of IARs.
Event Access – Attend Kingdom Advisors events, faith-based financial conferences.
Career Placement Assistance – Job referrals, recommendation letters for top interns.
Faith-Based Training – Weekly Bible studies, devotionals, and Kingdom Advisor CE events.
The PWP National Internship Program is more than an internship—it’s a transformational experience designed to prepare future leaders in financial planning. By combining technical expertise with faith-based mentorship, this program sets the Gold Standard for training faith-driven financial professionals.
Partner with Pinkerton Wealth and gain a dedicated team that prioritizes your success.
With cutting-edge technology, personalized support, and a commitment to excellence, we empower financial advisors to grow and thrive. Experience a collaborative approach that puts your goals first. Let’s build a stronger future together!
Pinkerton Wealth Partners
2000 John Loop
Coeur d’Alene, ID 83814
1.208.584.5447
1.800.634.2008
join@pinkertonpartners.com
Fax: 208.667.5868
Pinkerton Wealth, LLC is a Registered Investment Advisor, doing business as Pinkerton Wealth Partners. No client or potential client should assume that any information presented or made available on or through this website should be misconstrued as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
©2026 Pinkerton Wealth Partners
Partner with Pinkerton Wealth and gain a dedicated team that prioritizes your success.
With cutting-edge technology, personalized support, and a commitment to excellence, we empower financial advisors to grow and thrive. Experience a collaborative approach that puts your goals first. Let’s build a stronger future together!
Pinkerton Wealth Partners
2000 John Loop
Coeur d’Alene, ID 83814
1.800.634.2008
1.208.584.5447
join@pinkertonpartners.com
Fax: 208.667.5868
Pinkerton Wealth, LLC is a Registered Investment Advisor, doing business as Pinkerton Wealth Partners. No client or potential client should assume that any information presented or made available on or through this website should be misconstrued as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
©2025 Pinkerton Wealth Partners
