Wealth Management Intern: Plan, Analyze & Advise

AON PLC; Bestgate Terrace (MD); On-site; USD 28,000 - 30,000; Full time

Job summary

Wealthspire Advisors LLC is seeking a motivated student intern to support our wealth management team. You will assist in developing client financial plans, performing portfolio reviews, and reconciling data to ensure accuracy.

The role includes researching investments and 529 plans, and presenting findings to teammates to aid client decisions. The position targets students pursuing a Bachelor’s in Finance or CFP-aligned programs, with a strong interest in financial planning, wealth management,

Qualifications

• Pursuing a Bachelor’s degree in Finance or an aligned program with CFP certification.
• Demonstrates interest in financial planning and wealth management.
• Excellent written and verbal communication, highly organized and professional.

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

Skills

Financial planning

Wealth management

Team collaboration

Communication skills

Education

Bachelor’s in Finance

Job description

Wealthspire Advisors LLC is seeking a motivated student intern to support our wealth management team. You will assist in developing client financial plans, performing portfolio reviews, and reconciling data to ensure accuracy.

The role includes researching investments and 529 plans, and presenting findings to teammates to aid client decisions. The position targets students pursuing a Bachelor’s in Finance or CFP-aligned programs, with a strong interest in financial planning, wealth management,