Wealth Management Intern: Planning & Portfolio Analysis

Aon plc; Village of Pelham (NY); On-site; USD 34,000 - 37,000; Full time

Job summary

Wealthspire is seeking a driven finance student or recent graduate to join our team as a wealth planning assistant in New York. You will assist with developing client financial plans, support portfolio construction and reviews, reconcile data, and conduct market research to inform firm initiatives.

You will collaborate with colleagues across the firm, present analyses, and help allocate 529 plans. The role emphasizes integrity, organization, and clear communication in a fast-paced environment.

Qualifications

• Pursuing or holding a finance-related degree with interest in financial planning.
• Demonstrates integrity, professionalism, and initiative.
• Strong written and verbal communication 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 and completeness.
• Conduct investment and market research to support client needs and firm initiatives.
• Assist with review and allocation of 529 college savings plans.
• Research client-specific questions and present findings to team members.
• Collaborate with colleagues across the firm to gain exposure to different areas.
• Develop and present clear, concise analysis and recommendations.

Skills

Analytical skills

Attention to detail

Team collaboration

Communication skills

Education

Bachelor’s degree in Finance or CFP-aligned program

Job description

Posting Description

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over $580B in assets under advisement, and more than 1,200 employees across 40+ offices, we deliver insights and solutions grounded in deep research, advanced technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Key responsibilities include:

• 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.

Qualifications:

• Pursuing a Bachelor’s degree in Finance preferred, or an undergraduate/graduate degree program aligned with the CFP® certification.
• Demonstrated interest in financial planning and wealth management.
• 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.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list! We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences!

The hourly range for this position is $25.00 – $27.00 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.

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