Job Posting Title 2027 Wealth Intern - Chicago, IL

NFP; Chicago (IL); On-site; USD 28,000 - 30,000; Part time

Benefits offered by this job

Wealthspire Internship Program

Job summary

Wealthspire is offering a 10-week Summer Internship in Chicago to a rising junior or senior in Finance/Economics/Accounting. The Summer Analyst will rotate across three core areas—Private Wealth/Family Office, M&A/Strategic Growth, and Financial Institutions/Research—working with senior professionals on real-time projects.

The program provides exposure to client-facing wealth management, institutional research, and firm-level initiatives while developing foundational advisory skills.

Qualifications

• Rising junior or senior undergraduate student in Finance, Economics, Accounting, or related field.
• Interest in wealth management, investment consulting, or financial services.
• Ability to work independently and collaboratively in a collegial environment.
• Professional written and verbal communication skills.
• Strong analytical and detail-oriented time management abilities.
• Proficiency with Word, PowerPoint, and Excel.
• Lift and carry materials weighing up to 25 pounds.

Responsibilities

• Prepare 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).
• Observe client meetings and internal strategy sessions.
• Assist with family office reporting and consolidated balance sheet analysis.
• Support research on prospective acquisition targets and industry benchmarks.
• Prepare internal memos and presentation materials for leadership discussions.
• Conduct due diligence support and market analysis.
• Summarize manager research and support performance reporting.
• Prepare materials for RIAs and institutional client meetings.
• Track key industry trends in wealth management.

Skills

Professional communication

Analytical skills

Time management

Organization

Education

Undergraduate student (Finance/Economics/Accounting)

MS Office proficiency

Tools

MS Office

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
• Assist with family office initiatives such as reporting, governance materials, or consolidated balance sheet analysis

M&A / Strategic Growth

• Support research on prospective acquisition targets (RIA landscape, trust companies, accounting firms, etc.)
• Assist with industry research and competitive benchmarking
• Help prepare internal memos and presentation materials for leadership discussions
• Conduct preliminary due diligence support (public information gathering, financial summaries, market analysis)
• Track key industry trends in wealth management consolidation

Financial Institutions / Research

• Assist in summarizing manager research and investment commentary
• Support data compilation and performance reporting
• Help prepare materials for RIA and institutional client meetings
• Conduct research on asset managers, investment strategies, and market themes
• Observe investment committee discussions and research team meetings

Qualifications:

• Rising junior or senior undergraduate student (Finance, Economics, Accounting, or related field preferred)
• Interest in wealth management, investment consulting, or financial services
• Ability to work independently and collaboratively in a collegial environment.
• Professional communication skills (written and verbal)
• Strong analytical skills with a keen attention to detail, organization skills and time management skills
• Knowledge and experience with Microsoft Office products such as Word, PowerPoint and Excel
• Lift and carry materials weighing up to 25 pounds, with reasonable accommodations available to support the performance of essential job functions.

The summer internship experience provides interns with meaningful exposure to the financial planning and investment management process while building the skills needed for a successful career in financial services.

The hourly range for this position is $20.00 – $22.00 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.