Wealth Management Intern: Client Planning & Analysis

AON PLC; Bethesda (MD); On-site; USD 34,000 - 37,000; Full time

Job summary

Wealthspire Advisors LLC is seeking a motivated professional to support financial planning, portfolio construction, and client reviews. You will reconcile data, conduct market research, and assist with 529 plan allocations while collaborating with colleagues across the firm to deliver clear analyses and actionable recommendations.

The role emphasizes integrity, professionalism, and strong communication in a client-focused wealth management environment with opportunities to gain exposure to

Qualifications

• Pursuing a Bachelor’s degree in Finance preferred, or an undergraduate/graduate degree program aligned with the CFP certification.
• 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.

Skills

Critical thinking

Communication

Teamwork

Integrity

Organization

Education

Finance degree CFP path

Job description

Wealthspire Advisors LLC is seeking a motivated professional to support financial planning, portfolio construction, and client reviews. You will reconcile data, conduct market research, and assist with 529 plan allocations while collaborating with colleagues across the firm to deliver clear analyses and actionable recommendations.

The role emphasizes integrity, professionalism, and strong communication in a client-focused wealth management environment with opportunities to gain exposure to