Wealth Management Intern: Plan, Analyze & Portfolio Support

Wealthspire; Florida; On-site; USD 28,000 - 30,000; Full time

Job summary

Wealthspire is seeking a motivated finance student or recent graduate to support client financial planning and portfolio analysis at our Florida office. You will assist with plan development, data reconciliation, and market research under senior analysts.

This role emphasizes rigorous analysis, collaboration across teams, and clear communication. Ideal candidates are pursuing a Finance degree or CFP-aligned program, with strong organizational and problem-solving skills.

Qualifications

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

Responsibilities

• Assist with development and preparation of client financial plans.
• Support portfolio construction, analysis, and client reviews.
• Reconcile and review financial data for accuracy.
• 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 team.
• Collaborate across the firm to gain exposure to different areas.
• Develop and present clear analysis and recommendations.

Skills

Communication skills

Critical thinking

Organized & detail-oriented

Team player

Integrity & professionalism

Education

Finance degree or CFP-aligned program

Job description

Wealthspire is seeking a motivated finance student or recent graduate to support client financial planning and portfolio analysis at our Florida office. You will assist with plan development, data reconciliation, and market research under senior analysts.

This role emphasizes rigorous analysis, collaboration across teams, and clear communication. Ideal candidates are pursuing a Finance degree or CFP-aligned program, with strong organizational and problem-solving skills.