Wealth Management Intern — Plan, Analyze & Collaborate

AON PLC

Reston, Northern (VA, KY)

Hybrid

USD 34,000 - 37,000

Part time

3 days ago

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Job summary

Wealthspire is seeking a candidate pursuing a Bachelor’s degree in Finance or CFP-aligned program to assist in developing client financial plans and analyzing portfolios. You will support research, reconciliation, and coordination with colleagues across the firm.

You will contribute to preparing financial plans, reviewing data for accuracy, and presenting clear analyses and recommendations. This internship-friendly role emphasizes integrity, organization, and collaborative problem-solving in a

Qualifications

Pursuing a Bachelor’s degree in Finance preferred, or CFP-aligned program.
Demonstrates integrity, professionalism, and initiative.
Strong critical thinking and problem-solving skills.
Highly organized and detail-oriented.
Excellent written and verbal communication skills.

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.