Wealth Management Intern: Hands-On Finance & Client Service

Moneta

Wellesley (MA)

On-site

USD 25,000 - 36,000

Full time

2 days ago

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Job summary

Moneta is offering a dynamic summer Wealth Management Intern role designed to provide hands-on experience in financial planning, investment strategies, and client relationship management. You will work with seasoned professionals in a team-focused environment and contribute to real-world projects within a leading wealth management firm.

The internship emphasizes data integrity, exposure to planning software, research and analysis, meeting preparation, and coordination of events.

Qualifications

Pursuing BS in business, finance, or accounting preferred.
Proficient in Microsoft Office applications.
Availability to work onsite in the office.
Strong attention to detail and organizational skills.
Effective written and verbal communication skills.
Interest in financial planning, wealth management, and client service.
Ability to work collaboratively in a team environment.

Responsibilities

Contribute to projects that ensure integrity of client data.
Gain exposure to various types of financial planning software.
Support client service activities through research, data gathering, analysis, meeting preparation, and other initiatives related to financial planning and wealth management services.
Help coordinate meetings, events, and other business activities as needed.