Wealth Strategy Summer Intern – Rotational

NFP Corp; Chicago (IL); On-site; USD 28,000 - 30,000; Full time

Job summary

Wealthspire Advisors LLC in Chicago, IL offers a 10-week Summer Intern Program designed to expose rising juniors and seniors to Private Wealth/Family Office, M&A/Strategic Growth, and Financial Institutions research. The program sits alongside senior professionals on real-time projects.

You will develop skills in client materials, market research, and financial planning while collaborating in a collegial, learning-focused environment.

Qualifications

• Rising junior or senior undergraduate student in Finance, Economics, or Accounting.
• Interest in wealth management, investment consulting, or financial services.
• Ability to work independently and collaboratively in a collegial environment.
• Professional communication skills, written and verbal.

Responsibilities

• Assist with preparation of client meeting materials and portfolio summaries.
• Conduct investment and market research to support client discussions.
• Support financial planning analysis (cash flow, asset allocation, tax considerations, estate structures).
• Observe client meetings and internal strategy sessions.
• Assist with family office initiatives such as reporting, governance materials, or consolidated balance sheet analysis.

Skills

Professional communication

Analytical skills

Time management

Education

Undergraduate student in finance/economics/accounting

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Wealthspire Advisors LLC in Chicago, IL offers a 10-week Summer Intern Program designed to expose rising juniors and seniors to Private Wealth/Family Office, M&A/Strategic Growth, and Financial Institutions research. The program sits alongside senior professionals on real-time projects.

You will develop skills in client materials, market research, and financial planning while collaborating in a collegial, learning-focused environment.