Wealth Management Intern — NYC, Mentorship & CFP Exposure

Aspiriant; New York (NY); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Collaborative environment

Learning and growth opportunities

Networking with Aspiriant pros

8-week program

Job summary

Aspiriant seeks a Wealth Management Intern for an eight-week summer program in New York City. You will work alongside CFPs, CFAs, and CPAs, supporting client meeting prep, financial planning tasks, and analyses under mentorship.

The role offers hands-on experience across client service teams and exposure to the operations of a Registered Investment Advisor. You will gain practical skills, networking opportunities, and a view into career paths in wealth management, while contributing to real

Qualifications

• Proficiency in Excel and Word required.
• Pursuing a bachelor’s degree in a financial planning/related field is preferred.
• Participation in financial planning-related clubs or mentorship programs is a plus.

Responsibilities

• Assist Wealth Managers with client meeting preparation and financial analyses.
• Support long‑term financial planning including net worth and cash flow analyses.
• Learn and use our financial planning software to prepare analyses and projections.
• Participate in training sessions and present mock client meetings.

Skills

Proficiency in Excel and Word

Education

Bachelor’s degree in progress (financial planning/related field)

Job description

Aspiriant seeks a Wealth Management Intern for an eight-week summer program in New York City. You will work alongside CFPs, CFAs, and CPAs, supporting client meeting prep, financial planning tasks, and analyses under mentorship.

The role offers hands-on experience across client service teams and exposure to the operations of a Registered Investment Advisor. You will gain practical skills, networking opportunities, and a view into career paths in wealth management, while contributing to real