Wealth Management Intern: Plan, Analyze & Support Clients

Wealthspire

Madison (WI)

In loco

USD 28.000 - 30.000

Tempo pieno

2 giorni fa

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Descrizione del lavoro

Wealthspire is seeking a motivated student or early-career professional to assist in developing client financial plans and supporting portfolio construction. The role involves preparing analyses, researching investments, and collaborating with colleagues across the firm to deliver client-focused solutions.

Ideal candidates are pursuing a finance-related degree, show integrity and initiative, and possess strong communication skills.

Competenze

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.
Integrity, professionalism, and initiative.

Mansioni

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.