Wealth Management Intern: Learn Portfolio & Planning

Aon; Fulton (MD); On-site; USD 28,000 - 30,000; Full time

Job summary

Wealthspire is seeking a motivated student or recent graduate to assist with client financial plans and portfolio analysis. The role supports portfolio construction, data reconciliation, and investment research to aid client needs and firm initiatives.

You will review 529 plans, answer client questions, and collaborate with colleagues across Wealthspire to deliver clear analyses and practical recommendations.

Qualifications

• Pursuing a Finance degree or CFP-aligned program.
• Demonstrates integrity, professionalism, and initiative.
• Strong written and verbal communication; highly organized.

Responsibilities

• Assist with the development and preparation of client financial plans.
• Support portfolio construction, analysis, and client portfolio reviews.
• Reconcile and review financial data for 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 the team.
• Collaborate across the firm to gain exposure to multiple business areas.
• Develop and present clear analyses and recommendations.

Skills

Finance interest

Team collaboration

Strong communication

Education

Finance degree

Job description

Wealthspire is seeking a motivated student or recent graduate to assist with client financial plans and portfolio analysis. The role supports portfolio construction, data reconciliation, and investment research to aid client needs and firm initiatives.

You will review 529 plans, answer client questions, and collaborate with colleagues across Wealthspire to deliver clear analyses and practical recommendations.