Wealth Management Intern: Ambitious Finance Planner

Wealthspire; Melville (NY); On-site; USD 57,308,000 - 63,039,000; Full time

Job summary

Wealthspire is seeking a motivated student or recent graduate to support financial planning at our Melville, NY office. You will assist with client plans, portfolio analysis, and preparing materials under senior guidance.

This entry-level role offers exposure to 529 plans, market research, and portfolio reviews, with growth toward CFP-aligned credentials. The position is ideal for someone pursuing a Finance degree, with a firm dedicated to client-first wealth solutions.

Qualifications

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

Education

Bachelor’s degree in Finance

Job description

Wealthspire is seeking a motivated student or recent graduate to support financial planning at our Melville, NY office. You will assist with client plans, portfolio analysis, and preparing materials under senior guidance.

This entry-level role offers exposure to 529 plans, market research, and portfolio reviews, with growth toward CFP-aligned credentials. The position is ideal for someone pursuing a Finance degree, with a firm dedicated to client-first wealth solutions.