Wealth Management Intern - Planning & Portfolio Support

Aon plc

Melville (NY)

On-site

USD 28,000 - 30,000

Full time

8 days ago

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Job summary

Wealthspire Advisors is seeking a motivated student to support wealth planning and client service teams in Melville, NY. You will assist with client financial plans, portfolio analysis, and data reconciliation while learning across wealth management disciplines.

Ideal candidates are pursuing a finance degree, with interest in CFP certification, strong communication, and meticulous problem-solving skills. This opportunity emphasizes collaboration, integrity, and professional growth in a

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.
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.