Wealth Management Intern — 2027 Cohort

AON PLC; Gallinas (CA); Hybrid; USD 34,000 - 37,000; Full time

Job summary

Wealthspire is seeking a driven individual pursuing a Bachelor’s degree in Finance or a CFP®-aligned program to join our wealth management team in a support role. You will help develop client financial plans, assist with portfolio construction, and conduct market research to support firm initiatives.

The role emphasizes integrity, teamwork, and strong communication, with opportunities to gain exposure to multiple areas of the business and deliver clear analyses and recommendations.

Qualifications

• Demonstrates integrity, professionalism, and initiative.
• Strong critical thinking and problem-solving skills.
• Excellent written and verbal communication skills.
• Collaborative and able to work effectively in a team environment.
• Highly organized and detail-oriented.

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.

Education

Bachelor’s degree in Finance preferred, or CFP® aligned program

Job description

Wealthspire is seeking a driven individual pursuing a Bachelor’s degree in Finance or a CFP®-aligned program to join our wealth management team in a support role. You will help develop client financial plans, assist with portfolio construction, and conduct market research to support firm initiatives.

The role emphasizes integrity, teamwork, and strong communication, with opportunities to gain exposure to multiple areas of the business and deliver clear analyses and recommendations.