Wealth Management Intern - Build Plans & Portfolios

Aon; Beachwood (OH); Presencial; USD 28.000 - 30.000; Jornada completa

Descripción de la vacante

Wealthspire in Beachwood, Ohio is seeking a student intern to support financial planning and wealth management activities. The role offers hands-on experience with client plans, portfolio analysis, and market research while working alongside experienced advisors.

The position pays hourly and includes learning opportunities across our wealth-management platform, with emphasis on collaboration and professional development in a supportive, inclusive environment.

Formación

• Pursuing a Bachelor's degree in Finance or CFP-aligned program.
• Demonstrates integrity, professionalism, and initiative.
• Strong written and verbal communication skills.

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.

Conocimientos

Critical thinking

Organization

Communication skills

Team collaboration

Educación

Pursuing Bachelor's degree in Finance

Descripción del empleo

Wealthspire in Beachwood, Ohio is seeking a student intern to support financial planning and wealth management activities. The role offers hands-on experience with client plans, portfolio analysis, and market research while working alongside experienced advisors.

The position pays hourly and includes learning opportunities across our wealth-management platform, with emphasis on collaboration and professional development in a supportive, inclusive environment.