Wealth Management Intern: Planning & Research

AON PLC; Northern (KY); Hybrid; USD 28,000 - 30,000; Part time

Job summary

Wealthspire is seeking a motivated student for a finance-focused internship supporting financial planning and wealth management services. You will work with experienced professionals on client plans, portfolio analyses, and market research to build practical skills.

Ideal candidates are pursuing a Finance degree, show integrity and initiative, and communicate clearly. This role provides exposure to multiple advisory areas and potential for future growth within Wealthspire.

Qualifications

• Pursuing a Bachelor's degree in Finance or related CFP-aligned program.
• 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 in a team.

Responsibilities

• Assist with the development and preparation of client financial plans.
• Support portfolio construction, analysis, and client reviews.
• Reconcile and review financial data for accuracy.
• Conduct investment and market research to support client needs.
• Assist with review and allocation of 529 college savings plans.
• Research client questions and present findings to the team.
• Collaborate across the firm to gain exposure to different areas.
• Develop and present clear analysis and recommendations.

Skills

Critical thinking

Communication

Teamwork

Attention to detail

Education

Bachelor's degree in Finance

Job description

Wealthspire is seeking a motivated student for a finance-focused internship supporting financial planning and wealth management services. You will work with experienced professionals on client plans, portfolio analyses, and market research to build practical skills.

Ideal candidates are pursuing a Finance degree, show integrity and initiative, and communicate clearly. This role provides exposure to multiple advisory areas and potential for future growth within Wealthspire.