2027 Wealth Intern - Chicago, IL

Aon plc; Chicago (IL); On-site; USD 25,000 - 34,000; Full time

Job summary

Wealthspire offers a 10-week Summer Intern Program in Chicago designed to provide a challenging, meaningful experience supporting the Fiducient team. The Summer Analyst will rotate across three core areas within the Chicago office: Private Wealth / Family Office; Mergers & Acquisitions / Strategic Growth; Financial Institutions.

This role provides broad exposure to the advisory business model—from client-facing wealth management to institutional research and firm-level strategic

Qualifications

• The internship provides exposure to Wealthspire's advisory model across multiple areas.
• No formal degree requirements are stated in the posting.

Responsibilities

• Assist with preparation of client meeting materials and portfolio summaries
• Conduct investment and market research to support client discussions
• Support financial planning analysis (cash flow, asset allocation, tax considerations, estate structures)
• Observe client meetings and internal strategy sessions

Job description

Posting Description

About the Company:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey.

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Internship Program Overview:

Our 10-week Summer Intern Program is designed to provide students with a challenging and meaningful experience supporting the Fiducient team. The Summer Analyst will participate in a rotational internship across three core business areas within the Chicago office:

• Private Wealth / Family Office
• Mergers & Acquisitions / Strategic Growth
• Financial Institutions (Outsourced Research & OCIO Support)

This role is designed to provide broad exposure to the advisory business model - from client-facing wealth management to institutional research and firm-level strategic initiatives - while helping the intern develop a foundational understanding of how a modern advisory firm operates. The intern will sit alongside the respective teams and work directly with senior professionals on real-time projects.

Location: Chicago, IL

Key responsibilities include:

Private Wealth / Family Office

• Assist with preparation of client meeting materials and portfolio summaries
• Conduct investment and market research to support client discussions
• Support financial planning analysis (cash flow, asset allocation, tax considerations, estate structures)
• Observe client meetings and internal strategy sessions