Wealth Management Intern: Client Planning & Research

Aon; Florida; On-site; USD 55,104,000 - 63,370,000; Full time

Benefits offered by this job

Hourly pay

Job summary

Wealthspire is seeking a motivated finance student to join our team in the United States. You will support the development of client financial plans and assist with portfolio construction and reviews.

This role offers exposure to investment research, data reconciliation, and collaboration across departments, with opportunities to present analyses and recommendations. The position pays hourly and may include performance-based incentives.

Qualifications

• Pursuing a Bachelor's degree in Finance or CFP-aligned program.
• Demonstrates interest in financial planning and wealth management.
• Strong critical thinking and problem-solving skills.
• Highly organized and detail-oriented.
• Excellent written and verbal communication; collaborative mindset.

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 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

Interest in financial planning

Analytical thinking

Team collaboration

Communication skills

Detail-oriented

Education

Pursuing a Bachelor's degree in Finance aligned with CFP certification

Job description

Wealthspire is seeking a motivated finance student to join our team in the United States. You will support the development of client financial plans and assist with portfolio construction and reviews.

This role offers exposure to investment research, data reconciliation, and collaboration across departments, with opportunities to present analyses and recommendations. The position pays hourly and may include performance-based incentives.