Wealth Management & Financial Planning Intern

Aon plc; Fulton (MD); On-site; USD 57,308,000 - 63,039,000; Full time

Job summary

Wealthspire is seeking an entry-level financial planning intern to assist with client financial plans and portfolio reviews. You will help reconcile data, conduct market research, and support allocation decisions under senior guidance.

The role emphasizes rigorous analysis, strong communication, and teamwork across wealth management disciplines, with potential for growth into longer-term roles in our advisory platform.

Qualifications

• Pursuing a Bachelor’s degree in Finance preferred, or an undergraduate/graduate degree program aligned with 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.

Responsibilities

• 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.

Skills

Critical thinking

Problem solving

Written communication

Verbal communication

Organization

Team collaboration

Attention to detail

Education

Finance degree preferred

Job description

Wealthspire is seeking an entry-level financial planning intern to assist with client financial plans and portfolio reviews. You will help reconcile data, conduct market research, and support allocation decisions under senior guidance.

The role emphasizes rigorous analysis, strong communication, and teamwork across wealth management disciplines, with potential for growth into longer-term roles in our advisory platform.