Wealth Management Planning Intern

Aon; Annapolis (MD); Presencial; USD 28.000 - 30.000; Jornada completa

Descripción de la vacante

Wealthspire seeks a motivated student in Annapolis to support client financial planning and wealth management initiatives. You will help develop client financial plans, assist with portfolio construction and reviews, and reconcile financial data to ensure accuracy and completeness.

The role also involves conducting investment and market research, reviewing 529 college savings allocations, and collaborating with teammates to deliver clear analyses and recommendations.

Formación

• Pursuing a Bachelor's degree in Finance preferred, or an undergraduate/graduate degree aligned with CFP certification.
• Demonstrates interest in financial planning and wealth management.
• Integrity, professionalism, initiative.
• Strong critical thinking and problem-solving skills.
• Highly organized and detail-oriented.
• Excellent written and verbal communication, collaborative team player.

Responsabilidades

• 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.

Conocimientos

Financial planning

Wealth management

Portfolio analysis

Investment research

Data reconciliation

Team collaboration

Client communication

Educación

Bachelor's in Finance (pursuing)

CFP alignment

Descripción del empleo

Wealthspire seeks a motivated student in Annapolis to support client financial planning and wealth management initiatives. You will help develop client financial plans, assist with portfolio construction and reviews, and reconcile financial data to ensure accuracy and completeness.

The role also involves conducting investment and market research, reviewing 529 college savings allocations, and collaborating with teammates to deliver clear analyses and recommendations.