Wealth Management Internship 2027: Planning & Research

Aon plc; San Rafael (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Wealthspire Advisors LLC in California is seeking a motivated student or recent graduate to join our Wealth Planning team. You will help develop client financial plans, support portfolio analysis, and assist with 529 plan reviews.

The role emphasizes collaboration, accuracy, and clear communication as you assist with research, prepare recommendations, and work with colleagues across the firm.

Qualifications

• Pursuing a Finance degree or CFP-aligned program.
• 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.

Education

Bachelor’s degree in Finance (preferred)

CFP alignment

Critical thinking

Communication

Integrity & professionalism

Team collaboration

Detail-oriented

Job description

Wealthspire Advisors LLC in California is seeking a motivated student or recent graduate to join our Wealth Planning team. You will help develop client financial plans, support portfolio analysis, and assist with 529 plan reviews.

The role emphasizes collaboration, accuracy, and clear communication as you assist with research, prepare recommendations, and work with colleagues across the firm.