Wealth Management Intern: Planning & Analysis

Wealthspire; Beachwood (OH); On-site; USD 28,000 - 30,000; Full time

Job summary

Wealthspire is seeking a student for a finance-focused internship to assist with client financial plans and portfolio reviews. You will engage in market research, data reconciliation, and cross-team collaboration across our wealth management platform.

The role emphasizes strong communication, integrity, professionalism, and a proactive, organized approach to support advisory services and client needs.

Qualifications

• Pursuing a Bachelor's degree in Finance or CFP-aligned program.
• Demonstrates integrity, professionalism, and initiative.
• Excellent written and verbal communication skills.
• Collaborative and able to work effectively in a team environment.
• Strong critical thinking and problem-solving skills.

Responsibilities

• Assist with development and preparation of client financial plans.
• Support portfolio construction, analysis, and client portfolio reviews.
• Reconcile and review financial data for accuracy.
• Conduct investment and market research to support client needs.
• Assist with the review and allocation of 529 college savings plans.
• Research client questions 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

Teamwork

Detail-oriented

Organized

Education

Finance degree preferred

Job description

Wealthspire is seeking a student for a finance-focused internship to assist with client financial plans and portfolio reviews. You will engage in market research, data reconciliation, and cross-team collaboration across our wealth management platform.

The role emphasizes strong communication, integrity, professionalism, and a proactive, organized approach to support advisory services and client needs.