Wealth Management Intern: Plan, Analyze & Learn

Aon plc; Potomac (MD); On-site; USD 71,635,000 - 77,366,000; Part time

Job summary

Wealthspire Advisors LLC is seeking a motivated student for a part-time role supporting financial planning and wealth management activities. You will assist in developing client financial plans and in portfolio reviews, while gaining exposure to multiple areas of the business.

The position emphasizes teamwork, communication, and rigorous data analysis, with opportunity to learn from senior advisors. Competitive hourly pay applies, with potential incentives based on performance.

Qualifications

• Pursuing a Bachelor’s degree in Finance preferred, or an undergraduate/graduate degree program aligned with the CFP® certification.
• Demonstrates interest in financial planning and wealth management.
• Strong communication and teamwork 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 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 with colleagues across the firm to gain exposure to different areas of the business.
• Develop and present clear analyses and recommendations.

Education

Bachelor’s degree in Finance or CFP-aligned program

Job description

Wealthspire Advisors LLC is seeking a motivated student for a part-time role supporting financial planning and wealth management activities. You will assist in developing client financial plans and in portfolio reviews, while gaining exposure to multiple areas of the business.

The position emphasizes teamwork, communication, and rigorous data analysis, with opportunity to learn from senior advisors. Competitive hourly pay applies, with potential incentives based on performance.