Wealth Management Assistant/Intern

Wheelhouse Advisory Group; St. Louis (MO); On-site; USD 12,000 - 24,000; Full time

Job summary

Wheelhouse Advisory Group is seeking a Wealth Management Intern in Missouri to support the Wealth Managers and learn the retirement planning process from start to finish. You will assist with client and prospect meetings, prepare materials, and ensure compliance with Firm and Industry standards.

The role emphasizes hands-on training, mentoring from seasoned professionals, and exposure to industry designations like CFP® and licensing pathways.

Qualifications

• Pursuing or holding a degree in Finance, Accounting, Business, or related field.
• Strong communication skills and professional demeanor expected.
• Interest in pursuing industry licensing and CFP designation is a plus.

Responsibilities

• Shadow Wealth Managers in client and prospect meetings to learn consultative process and onboarding.
• Take meeting notes, enter into CRM, and help start follow-up actions.
• Draft post-meeting summary letters for Wealth Manager review.
• Help the Financial Planning Department create and update Retirement Analyzer reports.
• Learn the firm’s investment philosophy and products used.
• Attend client education seminars and events with Wealth Managers.
• Learn compliance forms needed during onboarding and for existing clients.

Skills

Self-motivated

Strong organizational skills

Excellent written and verbal

Interpersonal skills

Attention to detail

Career interest in wealth management

Education

Pursuing or holding a degree in Finance, Accounting, Business, or related field

Tools

CRM system

Retirement Analyzer reports

Job description

Are you looking to expand your knowledge and be part of a successful team? Are you a driven, self-motivated student looking for an internship opportunity? Our well-established and growing financial firm is seeking to add a Wealth Management Intern to the team! The ideal candidate for this role will be someone who wants a long-term career as a financial professional and is eager to learn how we help clients plan for retirement.

Working under the direction of our Wealth Managers, the Wealth Management Intern will support client and prospect meetings, learn our planning process from start to finish, and help prepare the materials that bring each client’s retirement plan to life, while complying with Firm and Industry standards. A successful candidate should be a highly motivated self-starter who is curious and eager to learn.

Key responsibilities

• Shadow Wealth Managers in client and prospect meetings to learn our consultative process and client onboarding
• Take meeting notes, enter them into our CRM system, and help start follow-up actions
• Draft post-meeting summary letters for Wealth Manager review
• Help the Financial Planning Department create and update Retirement Analyzer reports
• Learn the firm’s investment philosophy and the products we use
• Attend client education seminars and events to see how our Wealth Managers connect with clients and prospects
• Learn which compliance forms are needed during onboarding and for existing clients, and keep files and records in line with firm policy
• Complete assigned training modules on the firm’s processes and roles
• Be accountable for daily actions and see each process through to completion

Professional Development Opportunities

• Learn how a successful fiduciary advisory firm operates
• Receive mentoring from experienced Wealth Managers and financial planners
• Gain exposure to career paths within wealth management and financial planning
• Learn about industry designations including CFP® and licensing requirements
• Strong organizational, prioritization & interpersonal skills
• Excellent communication skills, both verbal and written
• Professional demeanor and comfort in client-facing settings
• Pursuing or holding a degree in Finance, Accounting, Business, or a related field, with junior/senior status at a four-year institution
• Interest in pursuing industry licensing (e.g. Series 65, Life & Health) and the CFP® designation is a plus