Wealth Management Intern: Plan, Analyze & Grow Portfolios

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

Job summary

Wealthspire seeks a motivated finance student to assist in developing client financial plans, support portfolio analysis, and review data for accuracy. You will gain exposure to wealth management, retirement planning, and client service across our advisory platform.

The role offers hands-on experience with research, 529 allocations, and collaboration with teams, while developing clear analyses and recommendations; an opportunity to work toward CFP-aligned credentials.

Qualifications

• Pursuing a Bachelor's degree in Finance preferred, or an undergraduate/graduate degree program aligned with the CFP certification.
• 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

Critical thinking

Communication skills

Team collaboration

Detail-oriented

Education

Bachelor's degree in Finance or CFP-aligned program

CFP certification alignment

Job description

Wealthspire seeks a motivated finance student to assist in developing client financial plans, support portfolio analysis, and review data for accuracy. You will gain exposure to wealth management, retirement planning, and client service across our advisory platform.

The role offers hands-on experience with research, 529 allocations, and collaboration with teams, while developing clear analyses and recommendations; an opportunity to work toward CFP-aligned credentials.