Wealth Management Intern: Build Plans & Analyze Portfolios

Aon plc; Madison (WI); On-site; USD 28,000 - 30,000; Part time

Job summary

Wealthspire is seeking a driven student for an internship in financial planning. You will assist with client financial plans, support portfolio analysis and reviews, and reconcile and review financial data to ensure accuracy.

This role emphasizes integrity, organization, and strong communication, with collaboration across teams to gain exposure to different areas of wealth management. The hourly range is $20.00–$22.00 per hour, with base salary determined case-by-case and potential incentives.

Qualifications

• Pursuing a Bachelor’s degree in Finance or CFP-aligned program.
• Demonstrates integrity, professionalism, and initiative.
• Strong critical thinking and problem-solving skills.
• Highly organized and detail-oriented.
• Excellent written and verbal communication; collaborative in a team.
• Interest in financial planning and wealth management.

Responsibilities

• Assist with the development and preparation of client financial plans.
• Support portfolio construction, analysis, and client reviews.
• Reconcile and review financial data for accuracy and completeness.
• Conduct investment and market research to support client needs.
• Assist with the review and allocation of 529 college savings plans.
• Research client questions 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

Financial planning

Wealth management

Critical thinking

Organizational skills

Communication skills

Teamwork

Professionalism

Education

Bachelor's degree in Finance

CFP alignment program

Job description

Wealthspire is seeking a driven student for an internship in financial planning. You will assist with client financial plans, support portfolio analysis and reviews, and reconcile and review financial data to ensure accuracy.

This role emphasizes integrity, organization, and strong communication, with collaboration across teams to gain exposure to different areas of wealth management. The hourly range is $20.00–$22.00 per hour, with base salary determined case-by-case and potential incentives.