Wealth Management Intern: Client Planning & Research

Wealthspire Advisors; Florida; On-site; USD 28,000 - 30,000; Part time

Job summary

Wealthspire Advisors offers an internship-focused role in financial planning and wealth management. You will assist in developing client financial plans, support portfolio analysis, and conduct market research to meet client needs.

The role emphasizes integrity, professionalism, and strong communication within a collaborative team environment, perfect for pursuing a Finance degree and CFP-aligned credentials.

Qualifications

• Pursuing a Bachelor's degree in Finance preferred; CFP alignment is a plus.
• Demonstrates integrity, professionalism, and initiative.
• Strong communication and teamwork skills.

Responsibilities

• Assist with the development and preparation of client financial plans.
• Support portfolio construction, analysis, and client reviews.
• Reconcile and review financial data for accuracy.
• Conduct investment and market research to support client needs.
• Assist with the review and allocation of 529 college savings plans.
• Research client 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

Financial planning

Wealth management

Critical thinking

Attention to detail

Communication skills

Team collaboration

Professionalism

Education

Finance degree preferred

Job description

Wealthspire Advisors offers an internship-focused role in financial planning and wealth management. You will assist in developing client financial plans, support portfolio analysis, and conduct market research to meet client needs.

The role emphasizes integrity, professionalism, and strong communication within a collaborative team environment, perfect for pursuing a Finance degree and CFP-aligned credentials.