Wealth Management Intern: Research, Planning & Client Impact

AON PLC; Annapolis (MD); On-site; USD 28,000 - 30,000; Part time

Job summary

Wealthspire is seeking a motivated student for a finance-focused role in Annapolis. You will assist in developing client financial plans, supporting portfolio construction, and reviewing data for accuracy while gaining exposure to multiple wealth-management disciplines.

The internship emphasizes analytical work, market research, and collaboration with team members to deliver clear recommendations and insights to clients.

Qualifications

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

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.

Skills

Financial planning

Analytical skills

Team collaboration

Communication skills

Education

Bachelor’s degree in Finance or CFP-aligned program

Job description

Wealthspire is seeking a motivated student for a finance-focused role in Annapolis. You will assist in developing client financial plans, supporting portfolio construction, and reviewing data for accuracy while gaining exposure to multiple wealth-management disciplines.

The internship emphasizes analytical work, market research, and collaboration with team members to deliver clear recommendations and insights to clients.