Wealth Management Intern 2027: Finance & Planning

Wealthspire; San Rafael (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Wealthspire is seeking a college-level finance student/entry-level analyst to support client financial planning and portfolio analysis. You will assist in developing financial plans, reviewing data for accuracy, and conducting market research to inform client strategies.

You will collaborate with teammates across Wealthspire's advisory and investment teams, gaining exposure to 529 plans, portfolio reviews, and data-driven recommendations in a dynamic wealth-management environment.

Qualifications

• Pursuing a Finance degree preferred or CFP-aligned program.
• Demonstrates 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.

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

Communication skills

Integrity

Team collaboration

Detail-oriented

Problem-solving

Education

Finance degree (pursuing) or CFP-aligned program

Job description

Wealthspire is seeking a college-level finance student/entry-level analyst to support client financial planning and portfolio analysis. You will assist in developing financial plans, reviewing data for accuracy, and conducting market research to inform client strategies.

You will collaborate with teammates across Wealthspire's advisory and investment teams, gaining exposure to 529 plans, portfolio reviews, and data-driven recommendations in a dynamic wealth-management environment.