2027 Wealth Management Intern - San Rafael, CA

Aon; San Rafael (CA); Sur place; USD 34 000 - 37 000; Plein temps

Résumé du poste

Wealthspire Advisors in California seeks an entry-level Financial Planning Assistant to support the development and preparation of client financial plans. You will assist with portfolio construction, analysis, and client portfolio reviews, and reconcile financial data to ensure accuracy.

You'll conduct market research, assist with 529 plan allocations, and present findings to the team. The role emphasizes integrity, teamwork, and clear communication in a collaborative wealth-management

Qualifications

• Pursuing a Bachelor's degree in Finance preferred, or an undergraduate/graduate degree program aligned with the CFP certification.
• Demonstrates integrity, professionalism, and initiative.
• Strong critical thinking and problem-solving skills.
• Highly organized and detail-oriented.
• Excellent written and verbal communication skills.
• Collaborative and able to work effectively in a team environment.

Responsabilités

• Assist with the development and preparation of client financial plans.
• Support portfolio construction, analysis, and client portfolio reviews.
• Reconcile and review financial data to ensure accuracy and completeness.
• Conduct investment and market research to support client needs and firm initiatives.
• Assist with the review and allocation of 529 college savings plans.
• Research client-specific questions and issues and present findings to team members.
• Collaborate with colleagues across the firm to gain exposure to different areas of the business.
• Develop and present clear, concise analysis and recommendations.

Connaissances

Strong communication skills

Detail-oriented mindset

Team collaboration

Critical thinking

Professionalism

Formation

Bachelor's degree in Finance (preferred)

Description du poste

Posting Description

Who We Are:

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 $580B in assets under advisement, and more than 1,200 employees across 40+ offices, we deliver insights and solutions grounded in deep research, advanced 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.

Key responsibilities include:

• Assist with the development and preparation of client financial plans.
• Support portfolio construction, analysis, and client portfolio reviews.
• Reconcile and review financial data to ensure accuracy and completeness.
• Conduct investment and market research to support client needs and firm initiatives.
• Assist with the review and allocation of 529 college savings plans.
• Research client-specific questions and issues and present findings to team members.
• Collaborate with colleagues across the firm to gain exposure to different areas of the business.
• Develop and present clear, concise analysis and recommendations.

Qualifications:

• Pursuing a Bachelor's degree in Finance preferred, or an undergraduate/graduate degree program aligned with the CFP certification.
• Demonstrated interest in financial planning and wealth management.
• Demonstrates integrity, professionalism, and initiative.
• Strong critical thinking and problem-solving skills.
• Highly organized and detail-oriented.
• Excellent written and verbal communication skills.
• Collaborative and able to work effectively in a team environment.

Do you see yourself excelling in this position?

The hourly range for this position is $25.00 - $27.00 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.

#Wealthspire