Wealth Management Intern: Shape Client Portfolios & Plans

Aon plc; New York (NY); On-site; USD 34,000 - 37,000; Full time

Job summary

Wealthspire Advisors is seeking a motivated student for a hands-on role in financial planning and wealth management. You will assist in developing client financial plans, support portfolio construction, and help with client portfolio reviews.

The position offers exposure to investment research, data reconciliation, and cross-team collaboration across Wealthspire’s advisory platform. A Finance degree in progress and CFP-aligned study are preferred; strong communication and organizational skills

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.
• 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

Finance degree

CFP alignment

Interest in financial planning

Integrity

Professionalism

Initiative

Critical thinking

Organized

Communication skills

Team player

Education

Bachelor's degree in Finance

CFP-aligned undergraduate/graduate program

Job description

Wealthspire Advisors is seeking a motivated student for a hands-on role in financial planning and wealth management. You will assist in developing client financial plans, support portfolio construction, and help with client portfolio reviews.

The position offers exposure to investment research, data reconciliation, and cross-team collaboration across Wealthspire’s advisory platform. A Finance degree in progress and CFP-aligned study are preferred; strong communication and organizational skills