Wealth Intern (Spring 2027)

Hours: 16 - 40 hours per week

Start Date: January 4, 2027

What You’ll Do: As a Wealth Management Spring Intern, you will:

• Work alongside experienced financial advisors and support teams to understand client needs and develop tailored financial solutions.
• Assist in preparing financial plans, investment strategies, and client presentations.
• Review, verify, and maintain client financial data within planning software to ensure accuracy, completeness, and consistency.
• Gain exposure to the day-to-day operations of wealth management.
• Collaborate on special projects aimed at improving client experience and operational efficiency.
• Support ongoing data management and maintenance initiatives to ensure accuracy, consistency, and integrity across client records and internal systems.

Who You Are: We are seeking motivated and detail-oriented students who are:

• Pursuing a bachelor’s degree in Finance, Economics, Business, or a related field.
• Junior (rising senior) or Senior year students with strong academic standing.
• Proficient in Microsoft Office Suite, particularly Excel, and eager to learn financial modeling tools.
• Strong communicators with excellent analytical and problem-solving skills.
• Enthusiastic about delivering excellent service and learning in a professional environment.

What We Offer:

• Competitive pay within the national average.
• A supportive and inclusive company culture.
• Networking opportunities with industry professionals.
• Hands-on experience and mentorship to prepare you for a career in wealth management.
• Potential for future full-time opportunities based on performance.