Wealth Management Intern: Plan, Analyze & Grow Client Portfolios

Aon plc; Beachwood (OH); On-site; USD 42,000 - 46,000; Full time

Job summary

Wealthspire Advisors is seeking a motivated student to assist in wealth planning and portfolio support across a nationwide client base. You will help develop client financial plans, review portfolios, and conduct research to back firm initiatives.

Qualified candidates are pursuing a Finance degree with an interest in CFP and wealth management, and demonstrate integrity, organization, and strong communication. This role offers exposure to multiple areas of the business and potential for growth.

Qualifications

• Pursuing a Bachelor's degree in Finance or CFP-aligned program.
• Demonstrates interest in financial planning and wealth management.
• Integrity, professionalism, and initiative.
• Strong critical thinking and problem-solving.
• Highly organized and detail-oriented.
• Excellent written and verbal communication.
• Collaborative and team-oriented.

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

Portfolio analysis

Research

Communication

Teamwork

Detail-oriented

Integrity

Education

Finance degree or CFP-aligned program

Job description

Wealthspire Advisors is seeking a motivated student to assist in wealth planning and portfolio support across a nationwide client base. You will help develop client financial plans, review portfolios, and conduct research to back firm initiatives.

Qualified candidates are pursuing a Finance degree with an interest in CFP and wealth management, and demonstrate integrity, organization, and strong communication. This role offers exposure to multiple areas of the business and potential for growth.