Wealth Planning Intern: Build Client-Focused Strategies

AON PLC; San Rafael (CA); Hybrid; USD 34,000 - 37,000; Part time

Job summary

Wealthspire Advisors LLC in the United States is seeking an intern or entry-level professional to assist with client financial plans, portfolio reviews, and market research. You will reconcile data, support 529 plan reviews, and present concise analyses to the team.

The role emphasizes integrity, organization, and strong communication, with opportunities to collaborate across firm areas and gain exposure to wealth management strategies.

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

Financial planning interest

Analytical thinking

Communication skills

Team collaboration

Detail-oriented

Education

Bachelor’s degree in Finance

Job description

Wealthspire Advisors LLC in the United States is seeking an intern or entry-level professional to assist with client financial plans, portfolio reviews, and market research. You will reconcile data, support 529 plan reviews, and present concise analyses to the team.

The role emphasizes integrity, organization, and strong communication, with opportunities to collaborate across firm areas and gain exposure to wealth management strategies.