Wealth Planning Intern — Build Client Portfolios

AON PLC; West Hartford (CT); On-site; USD 28,000 - 30,000; Full time

Job summary

Wealthspire Advisors LLC is seeking a student intern in Finance with an interest in financial planning and wealth management. You will assist with client financial plans, support portfolio construction and reviews, and reconcile financial data.

This role offers exposure to research, client inquiries, and presenting findings to the team. Strong communication, organization, and collaboration are essential.

Wealthspire is an equal opportunity employer.

Qualifications

• Pursuing a Bachelor's degree in Finance or related program, CFP alignment preferred.
• Demonstrates integrity, professionalism, and initiative.
• Strong written and verbal communication, highly organized and detail-oriented.

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

Finance curiosity

Communication skills

Team collaboration

Detail-oriented

Analytical thinking

Education

Bachelor's in Finance (preferred)

CFP alignment

Job description

Wealthspire Advisors LLC is seeking a student intern in Finance with an interest in financial planning and wealth management. You will assist with client financial plans, support portfolio construction and reviews, and reconcile financial data.

This role offers exposure to research, client inquiries, and presenting findings to the team. Strong communication, organization, and collaboration are essential.

Wealthspire is an equal opportunity employer.