Wealth Management Intern: Plan, Analyze and Collaborate

Aon

Reston (VA)

On-site

USD 34,000 - 37,000

Full time

2 days ago

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Job summary

Wealthspire is seeking a motivated student or recent graduate to assist in developing and preparing client financial plans, support portfolio construction and client reviews, and ensure data accuracy. You will conduct investment research and help review 529 plans, collaborating across the firm to present concise analyses and recommendations.

The role offers exposure to wealth management in a dynamic team. Ideal candidates are pursuing a Finance degree, with strong communication and

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.