Wealth Management Internship: Portfolio Insight & Planning

Aon

San Rafael (CA)

On-site

USD 34,000 - 37,000

Full time

3 days ago

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Job summary

Wealthspire Advisors in California seeks an entry-level Financial Planning Assistant to support the development and preparation of client financial plans. You will assist with portfolio construction, analysis, and client portfolio reviews, and reconcile financial data to ensure accuracy.

You'll conduct market research, assist with 529 plan allocations, and present findings to the team. The role emphasizes integrity, teamwork, and clear communication in a collaborative wealth-management

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.