Wealth Management Intern, Summer 2027

OnePoint BFG Wealth Partners; Minneapolis (MN); On-site; USD 25,000 - 36,000; Full time

Job summary

OnePoint BFG Wealth Partners, Minneapolis, MN, is seeking a Wealth Management Intern to support our Wealth Advisors and clients. You’ll gain hands-on experience in independent wealth management, assisting with financial planning workflows, data architecture, and asset-reporting initiatives.

Work with the Planning & Client Service teams to streamline processes, manage CRM data, and contribute to client service excellence in a fast-growing, fee-based environment.

Qualifications

• Bachelor’s degree or pursuing degree in finance-related field.
• Strong analytical capabilities and problem-solving skills.
• Excellent written and verbal communication; client confidentiality.
• Familiarity with CRM systems or planning platforms is a plus.

Responsibilities

• Build comprehensive financial plans and client presentations with senior planners.
• Synthesize asset data and perform case analysis in planning software.
• Create tailored investment proposals for clients.
• Manage CRM data integrity and advisory workflows.
• Coordinate client timelines and follow-ups in CRM to ensure flawless execution.
• Support Planning & Client Service teams to streamline operations and compliance.

Skills

Analytical thinking

Problem-solving

Communication skills

Client confidentiality

Autonomy / self-starter

Education

Bachelor’s degree in Finance, Business Administration, Economics, or a financial planning-related discipline

Tools

CRM software

Microsoft Office Suite

Financial planning platforms

Job description

OnePoint BFG Wealth Partners Minneapolis, MN

Formerly Bleakley Financial Group, OnePoint BFG Wealth Partners is a premier financial planning and wealth management firm dedicated to delivering tailored financial strategies to individuals, families, and businesses. Founded in 1985, OnePoint BFG’s advisors manage advisory assets and provide personalized, goals-based planning with an unwavering focus on client well-being and legacy. As a vital member of the Minneapolis team, the Wealth Management Intern will deliver premier support to OnePoint Wealth Advisors and their clients.

Position Overview:

As an integral part of OnePoint BFG, the Wealth Management Intern will work directly out of our downtown Minneapolis office alongside firm Partners and industry leaders, gaining immersive, real-world experience in independent wealth management. In this role, you will drive key facets of our firm’s fee-based financial planning workflows. You will specialize in complex case analysis, financial framework development, client data architecture, and custom asset-reporting initiatives—all while maintaining a concierge-level service standard for internal and external stakeholders.

Key Responsibilities:

• Financial Architecture & Design: Partner with senior planners to build comprehensive financial plans, high-impact client presentations, and specialized meeting frameworks.
• Case Analysis: Synthesize complex asset data and execute precise case analysis within financial planning software applications.
• Investment Proposal Construction: Formulate tailored, institutional investment proposals for prospective and incoming clients.
• Data Management: Manage the Client Relationship Management (CRM) ecosystem efficiently, championing data integrity and advisory team standards.
• Operational Oversight: Organize client case timelines, tracking meeting follow-ups and action items within the CRM to ensure flawless execution.
• Strategic Team Support: Collaborate alongside the Planning & Client Service teams to streamline daily operational workflows, compliance procedures, and custom firm initiatives.

Qualifications:

• Currently pursuing a Bachelor’s degree in Finance, Business Administration, Economics, or a financial planning-related discipline.
• Strong experience of the Microsoft Office Suite (Excel, Word, PowerPoint, Outlook); familiarity with CRM architecture or financial planning platforms is a strong plus.
• Exceptional analytical capabilities, rapid problem-solving skills, and sharp written and verbal communication.
• A disciplined professional demeanor with a client-first heart and an uncompromised commitment to maintaining strict confidentiality.
• An energetic self-starter who thrives with professional autonomy, excels at multitasking, and adapts seamlessly to high-growth environments. Self-starter, energetic, and eager to learn.

Why Join Us:

Joining our team means becoming part of an organization recognized by Financial Planning as one of the premier RIAs to work for—a distinction reflecting our deep commitment to our people, our culture, and our collective vision.

• Impactful Growth: Play a visible role in a top-tier independent firm where your contributions directly support a rapidly scaling, relationship-first organization.
• Award-Winning Culture: Immerse yourself in a collaborative, supportive environment that treats early-career talent as the future leaders of our industry.
• Competitive Rewards: We offer a top-tier salary and a structured professional framework designed to reward high performers.
• Professional Advancement: Benefit from direct mentorship under senior Partners, continuing education opportunities, and long-term career progression tracks.

Right to Revise:

This job description outlines the general nature and level of work performed by personnel in this role; it is not a comprehensive inventory of all duties or a formal contract for employment. Employment remains strictly at-will.

This is a non-exempt, hourly position. Standard full-time scheduling is 40 hours per week, with accurate daily time-tracking required. In compliance with the Fair Labor Standards Act (FLSA), any additional hours worked over 40 within a single workweek will be compensated at the applicable overtime rate (1.5x hourly wage).

The position is based on-site in downtown Minneapolis, MN, with potential remote flex-work arrangements subject to agreement with firm leadership.

Investment advisory and financial planning services offered through Bleakley Financial

Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG

Wealth Partners (herein referred to as “OnePoint BFG”).