Wealth Management Intern: Plan, Analyze & Grow Portfolios

Aon plc; Annapolis (MD); On-site; USD 28,000 - 30,000; Part time

Job summary

Wealthspire Advisors is seeking a motivated junior team member to assist with client financial plans and portfolio reviews in a fast-paced wealth management environment. You will help reconcile data, conduct market research, and support the review and allocation of 529 plans, while collaborating with colleagues across the firm.

The role emphasizes integrity, organization, and strong communication skills, with opportunities to learn from seasoned professionals and exposure to multiple areas of

Qualifications

• Pursuing a Bachelor’s degree in Finance or related CFP-aligned program.
• Demonstrated interest in financial planning and wealth management.
• Strong integrity, professionalism and initiative.
• Excellent written and verbal communication skills.
• Highly organized and detail-oriented.
• Collaborative and able to work effectively in a team.

Responsibilities

• Assist with the development and preparation of client financial plans.
• Support portfolio construction, analysis, and client portfolio reviews.
• Reconcile and review financial data for accuracy and completeness.
• Conduct investment and market research to support client needs.
• Assist with review and allocation of 529 college savings plans.
• Research client questions and present findings to the team.
• Collaborate across the firm to gain exposure to different areas of the business.
• Develop and present clear analyses and recommendations.

Skills

Interest in financial planning

Critical thinking

Organization

Communication skills

Team collaboration

Education

Finance degree preferred

CFP-aligned program

Job description

Wealthspire Advisors is seeking a motivated junior team member to assist with client financial plans and portfolio reviews in a fast-paced wealth management environment. You will help reconcile data, conduct market research, and support the review and allocation of 529 plans, while collaborating with colleagues across the firm.

The role emphasizes integrity, organization, and strong communication skills, with opportunities to learn from seasoned professionals and exposure to multiple areas of