Wealth Management Intern: Plan & Analyze Client Portfolios

Wealthspire; West Hartford (CT); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Competitive hourly pay

Exposure to wealth management team

CFP pathway opportunity

Job summary

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. A paid internship role offers exposure to client planning, portfolio analysis, and market research within a collaborative team environment.

You will assist in developing financial plans, reviewing portfolios, and reconciling data while learning from experienced professionals.

Qualifications

• Pursuing a Finance degree 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

Interest in financial planning

Communication skills

Team collaboration

Integrity and professionalism

Critical thinking

Education

Finance degree or CFP alignment

Job description

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. A paid internship role offers exposure to client planning, portfolio analysis, and market research within a collaborative team environment.

You will assist in developing financial plans, reviewing portfolios, and reconciling data while learning from experienced professionals.