Wealth Management Intern: Plan, Analyze & Research

Wealthspire; Fulton (MD); On-site; USD 28,000 - 30,000; Full time

Job summary

Wealthspire is seeking a student or recent graduate to assist with client financial planning, portfolio construction, and market research. You will support reviews, reconcile data, and contribute to a collaborative advisory team in a dynamic wealth management environment.

The role emphasizes integrity, organization, and strong communication, with exposure to multiple advisory disciplines. Based in Fulton, MD, the position offers hourly compensation and potential incentives.

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

Financial planning interest

Analytical thinking

Communication skills

Team collaboration

Attention to detail

Integrity

Education

Bachelor’s degree in Finance preferred

CFP alignment understanding

Job description

Wealthspire is seeking a student or recent graduate to assist with client financial planning, portfolio construction, and market research. You will support reviews, reconcile data, and contribute to a collaborative advisory team in a dynamic wealth management environment.

The role emphasizes integrity, organization, and strong communication, with exposure to multiple advisory disciplines. Based in Fulton, MD, the position offers hourly compensation and potential incentives.