Wealth Planning Intern - Multi-Semester Program

Waldron Private Wealth; Plymouth Charter Township (MI); On-site; USD 20,000 - 27,000; Full time

Job summary

Waldron Private Wealth is seeking a Wealth Planning Intern to participate in a multi-semester internship program. You will learn the wealth management process and perform duties across departments, gaining exposure to financial planning and investment management tasks.

Your role includes preparing client reports, assisting with portfolio rebalancing, and supporting the team in research, publications, and administrative tasks.

Qualifications

• Enrollment as an undergraduate or graduate student.
• Available for multiple semesters.
• Commuting to Plymouth, MI is required.
• Minimum 15 hours/week during the school year and 35–40 hours/week during the summer.
• Authorized to work in the U.S. without sponsorship.

Responsibilities

• Develop understanding of the wealth management process for clientele, including financial planning and investment management responsibilities.
• Prepare client reports such as investment updates, portfolio analysis, cash flow projections, net worth reviews, tax analysis, and insurance reviews.
• Assist in complex investment portfolio rebalancing decisions.
• Participate in associate team meetings and present topics.
• Research advisory issues and contribute to internal wiki entries.
• Assist with firm publications and provide admin support across CSS, Operations, and Business Development.

Education

Undergraduate or graduate student

Job description

Waldron Private Wealth is seeking a Wealth Planning Intern to participate in a multi-semester internship program. You will learn the wealth management process and perform duties across departments, gaining exposure to financial planning and investment management tasks.

Your role includes preparing client reports, assisting with portfolio rebalancing, and supporting the team in research, publications, and administrative tasks.