Wealth Management Intern: Portfolio Analysis & Planning

AON PLC; Florida; In loco; USD 28.000 - 30.000; Part-time

Descrizione del lavoro

Wealthspire, a leading wealth management firm, invites a finance-focused student in Florida to join as an intern. You will assist in developing client financial plans, support portfolio reviews, and conduct market research to back firm initiatives.

Ideal candidates are pursuing a Finance degree, show genuine interest in wealth management, and possess strong communication and teamwork skills. The role offers learning in a collaborative environment with potential performance-based incentives.

Competenze

• Pursuing a Bachelor’s degree in Finance preferred, or an undergraduate/graduate program aligned with 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.

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.

Conoscenze

Financial planning interest

Communication skills

Organizational skills

Critical thinking

Teamwork

Professionalism

Initiative

Formazione

Bachelor's degree in Finance preferred

Descrizione del lavoro

Wealthspire, a leading wealth management firm, invites a finance-focused student in Florida to join as an intern. You will assist in developing client financial plans, support portfolio reviews, and conduct market research to back firm initiatives.

Ideal candidates are pursuing a Finance degree, show genuine interest in wealth management, and possess strong communication and teamwork skills. The role offers learning in a collaborative environment with potential performance-based incentives.