Wealth Management Intern — Fall 2026 (Hands-on)

Moneta; Denver (CO); On-site; USD 21,000 - 28,000; Full time

Job summary

MONETA in Denver, CO is seeking a Wealth Management Intern to support our wealth management team this summer. You will gain exposure to financial planning, investment strategies, and client relationship management within a collaborative, client-focused environment.

This internship offers hands-on projects, training, and the chance to work with financial planning software, data management of client information, and document preparation for client meetings.

Qualifications

• Progress toward B.S. Business, Finance, or Accounting preferred.
• Proficient in Microsoft Office applications.
• Availability to work onsite in the office.

Responsibilities

• Contribute to projects that ensure integrity of client data
• Conduct financial planning and research
• Prepare written reviews with investment information including asset values and investments returns for client review meetings
• Prepare various documents for client signature
• Gain exposure to various types of financial planning software
• Data management of signed client forms
• Scanning, filing, and shredding of sensitive client documents
• Participate in training and team activities
• Special projects as required by current needs of team

Skills

Education

B.S. in Business, Finance, or Accounting (in progress)

Tools

Microsoft Office

Job description

MONETA in Denver, CO is seeking a Wealth Management Intern to support our wealth management team this summer. You will gain exposure to financial planning, investment strategies, and client relationship management within a collaborative, client-focused environment.

This internship offers hands-on projects, training, and the chance to work with financial planning software, data management of client information, and document preparation for client meetings.