Wealth Management Intern — Hands-on Planning & Analysis

AON PLC; Potomac (MD); Hybrid; USD 34,000 - 37,000; Full time

Job summary

Wealthspire Advisors LLC is seeking a driven student for an internship in financial planning and wealth management. You will assist in developing client financial plans, support portfolio reviews, and research market data to inform recommendations. Collaboration across teams will expose you to multiple business areas.

The role emphasizes integrity, professionalism, and strong communication. A Bachelor’s in Finance and CFP alignment is preferred; salary is hourly with potential incentives.

Qualifications

• Pursuing a Bachelor’s degree in Finance preferred, aligned with CFP certification.
• Demonstrated interest in financial planning and wealth management.
• Demonstrates integrity, professionalism, and initiative.
• Strong critical thinking and problem-solving skills.

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 review and allocation of 529 college savings plans.
• Research client-specific questions and present findings to team members.
• Collaborate with colleagues across the firm to gain exposure to different areas.
• Develop and present clear, concise analysis and recommendations.

Skills

Financial planning

Wealth management

Analytical skills

Communication skills

Teamwork

Attention to detail

Integrity

Education

Bachelor’s degree in Finance

CFP certification alignment

Job description

Wealthspire Advisors LLC is seeking a driven student for an internship in financial planning and wealth management. You will assist in developing client financial plans, support portfolio reviews, and research market data to inform recommendations. Collaboration across teams will expose you to multiple business areas.

The role emphasizes integrity, professionalism, and strong communication. A Bachelor’s in Finance and CFP alignment is preferred; salary is hourly with potential incentives.