Wealth Management Intern: Build Plans & Analyze Portfolios

Wealthspire

New York (NY)

On-site

USD 34,000 - 37,000

Full time

2 days ago

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Job summary

Wealthspire is seeking a motivated student to join our team as an internship in wealth planning and portfolio support in New York. You will assist with drafting client financial plans, support portfolio construction, and help review financial data for accuracy as part of a collaborative firm.

Ideal candidates are pursuing a Finance degree, show integrity and initiative, and have strong communication and analytical skills.

Qualifications

Pursuing a Finance degree or CFP-aligned program is preferred.
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.