Wealth Management Intern: Plan, Analyze, Advise

NFP; Florida; On-site; USD 28,000 - 30,000; Part time

Job summary

Wealthspire is seeking a 2027 Wealth Management Intern in Palm Beach Gardens, FL. You will assist with developing client financial plans, support portfolio construction, and perform market research under supervision. This internship offers exposure to 529 plan reviews, data reconciliation, and collaboration across the firm to learn wealth management processes.

Strong communication and organizational skills are essential. Pursuing a Finance degree is preferred; CFP alignment is helpful.

Qualifications

• Pursuing a Bachelor’s degree in Finance preferred, or an undergraduate/graduate degree program aligned with the CFP® certification.
• Demonstrated 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

Wealth management

Team collaboration

Communication

Detail-oriented

Education

Bachelor's in Finance (preferred)

Job description

Wealthspire is seeking a 2027 Wealth Management Intern in Palm Beach Gardens, FL. You will assist with developing client financial plans, support portfolio construction, and perform market research under supervision. This internship offers exposure to 529 plan reviews, data reconciliation, and collaboration across the firm to learn wealth management processes.

Strong communication and organizational skills are essential. Pursuing a Finance degree is preferred; CFP alignment is helpful.