Wealth Management Intern: Finance & Planning Exposure

Wealthspire

Potomac (MD)

On-site

USD 34,000 - 37,000

Full time

3 hours ago

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Job summary

Wealthspire seeks a motivated student pursuing a Bachelor's in Finance to assist in client financial planning and wealth management initiatives. You will support portfolio construction, perform data reconciliation, and contribute to research and recommendations within a collaborative team.

The role emphasizes integrity, professionalism, and strong communication to serve clients and internal teams across the wealth-management platform.

Qualifications

Demonstrated interest in financial planning and wealth management.
Integrity, professionalism, and initiative.
Strong critical thinking and problem-solving skills.
Highly organized and detail-oriented.
Excellent written and verbal communication skills.
Collaborative and able to work effectively in a team environment.

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.