Wealth Management Intern — Plan, Analyze & Advise

Work180; Annapolis (MD); On-site; USD 28,000 - 30,000; Part time

Job summary

Wealthspire is seeking a part-time intern to assist with client financial plans and portfolio analysis, helping advisors deliver tailored guidance to individuals and families.

You will conduct market research, reconcile data, and support team reviews while building professional communication and teamwork skills.

The role offers exposure to a broad wealth management platform and opportunities to advance toward CFP certification.

Qualifications

• Pursuing a Bachelor’s degree in Finance preferred, or CFP-aligned program.
• Demonstrates interest in financial planning and wealth management.
• Demonstrates 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.

Skills

Financial planning

Analytical thinking

Team collaboration

Communication skills

Detail-oriented

Integrity and professionalism

Initiative

Education

Bachelor’s degree in Finance or CFP-aligned program

Job description

Wealthspire is seeking a part-time intern to assist with client financial plans and portfolio analysis, helping advisors deliver tailored guidance to individuals and families.

You will conduct market research, reconcile data, and support team reviews while building professional communication and teamwork skills.

The role offers exposure to a broad wealth management platform and opportunities to advance toward CFP certification.