Wealth Management Intern: Client Advisory & Planning

Moneta; Chicago (IL); On-site; USD 25,000 - 36,000; Part time

Job summary

Moneta is a fiduciary, fee-only Registered Investment Advisory firm seeking a Wealth Management Intern to gain hands-on experience in financial planning, investment strategies, and client relationship management.

You will support the team, contribute to data integrity, learn planning software, and participate in meetings, research, and career development opportunities across the firm.

Qualifications

• Progress toward B.S. Business, Finance, or Accounting preferred.
• Proficient in Microsoft Office applications.
• Availability to work onsite in the office.
• Strong attention to detail and organizational skills.
• Effective written and verbal communication skills.
• Interest in financial planning, wealth management, and client service.
• Ability to work collaboratively in a team environment.

Responsibilities

• Contribute to projects that ensure integrity of client data
• Gain exposure to various types of financial planning software
• Support client service activities through research, data gathering, analysis, meeting preparation, and other initiatives related to financial planning and wealth management services
• Help coordinate meetings, events, and other business activities as needed

Skills

Communication skills

Team collaboration

Education

Progress toward BS in Business/Finance/Accounting

Tools

Microsoft Office

Job description

Moneta is a fiduciary, fee-only Registered Investment Advisory firm seeking a Wealth Management Intern to gain hands-on experience in financial planning, investment strategies, and client relationship management.

You will support the team, contribute to data integrity, learn planning software, and participate in meetings, research, and career development opportunities across the firm.