Wealth Management Intern: Client Planning & Portfolio

Aon; City of Niagara Falls (NY); On-site; USD 34,000 - 37,000; Full time

Job summary

Wealthspire is a wealth management and retirement advisory firm seeking a finance-oriented student to assist in client financial plans and portfolio analysis. You will reconcile financial data, conduct market research, and support firm initiatives while collaborating with teams across Wealthspire.

The role offers exposure to wealth management services, client reviews, and the opportunity to develop concise analyses and recommendations for clients and internal stakeholders.

Qualifications

• Pursuing a Bachelor's degree in Finance preferred or CFP-aligned program.
• Demonstrates interest in financial planning and wealth management.
• Integrity, professionalism, and initiative are essential.
• Strong critical thinking and problem-solving skills.
• Highly organized and detail-oriented.
• Excellent written and verbal communication.
• Collaborative and able to work well in a team.

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

Finance interest

Attention to detail

Communication

Team player

Integrity

Problem solving

Organized

Education

Pursuing Bachelor's degree in Finance or CFP aligned

Job description

Wealthspire is a wealth management and retirement advisory firm seeking a finance-oriented student to assist in client financial plans and portfolio analysis. You will reconcile financial data, conduct market research, and support firm initiatives while collaborating with teams across Wealthspire.

The role offers exposure to wealth management services, client reviews, and the opportunity to develop concise analyses and recommendations for clients and internal stakeholders.