Wealth Management Intern: Portfolio Analysis & Planning

Aon; New York (NY); On-site; USD 71,635,000 - 77,366,000; Full time

Job summary

Wealthspire Advisors is seeking a motivated student for a finance-focused internship in New York. The role supports development of client financial plans, portfolio analysis, and market research within a collaborative wealth-management environment.

The candidate should be pursuing a Finance degree with interest in wealth management, strong organization, and excellent communication skills. The position offers exposure across client services and investment research, with potential incentives based

Qualifications

• Pursuing a Bachelor's degree in Finance; CFP alignment preferred.
• Demonstrates 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 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 of the business.
• Develop and present clear, concise analysis and recommendations.

Skills

Financial analysis

Research

Communication

Team collaboration

Problem solving

Attention to detail

Integrity

Education

Bachelor's degree in Finance

Job description

Wealthspire Advisors is seeking a motivated student for a finance-focused internship in New York. The role supports development of client financial plans, portfolio analysis, and market research within a collaborative wealth-management environment.

The candidate should be pursuing a Finance degree with interest in wealth management, strong organization, and excellent communication skills. The position offers exposure across client services and investment research, with potential incentives based