Wealth Management Intern: Build Client Plans & Portfolios

AON PLC; Reston (VA); Presencial; USD 71 635 000 - 77 366 000; Tempo integral

Resumo da oferta

Wealthspire Advisors LLC in Reston, VA seeks an entry‑level financial planning enthusiast to assist with client financial plans and portfolio reviews. You will reconcile data, perform market research, and help allocate 529 plans, collaborating across teams to provide clear analysis and recommendations.

The role emphasizes integrity, organization, and strong communication skills, with opportunities to grow within a leading wealth management platform across the U.S. and Canada.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Financial planning interest

Wealth management

Attention to detail

Communication skills

Team collaboration

Formação académica

Bachelor’s in Finance aligned CFP certification

Descrição da oferta de emprego

Wealthspire Advisors LLC in Reston, VA seeks an entry‑level financial planning enthusiast to assist with client financial plans and portfolio reviews. You will reconcile data, perform market research, and help allocate 529 plans, collaborating across teams to provide clear analysis and recommendations.

The role emphasizes integrity, organization, and strong communication skills, with opportunities to grow within a leading wealth management platform across the U.S. and Canada.