Wealth Management Intern: Dive into Planning & Analysis

Wealthspire; Annapolis (MD); Presencial; USD 28.000 - 30.000; Jornada completa

Descripción de la vacante

Wealthspire is seeking a Bachelor’s degree candidate to assist in developing client financial plans and supporting portfolio construction in Annapolis. You will reconcile data, conduct market research, and help allocate 529 plans while collaborating across teams to gain broad exposure.

The role emphasizes analytical thinking, clear communication, and a client-focused approach, with opportunities to present findings and contribute to team recommendations in a fast-paced wealth management

Formación

• Pursuing a Bachelor’s degree in Finance preferred, or aligned with 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.

Responsabilidades

• 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.

Conocimientos

Financial planning

Wealth management

Analytical thinking

Research skills

Team collaboration

Educación

Bachelor’s degree in Finance

Descripción del empleo

Wealthspire is seeking a Bachelor’s degree candidate to assist in developing client financial plans and supporting portfolio construction in Annapolis. You will reconcile data, conduct market research, and help allocate 529 plans while collaborating across teams to gain broad exposure.

The role emphasizes analytical thinking, clear communication, and a client-focused approach, with opportunities to present findings and contribute to team recommendations in a fast-paced wealth management