Wealth Management Intern
POSITION –Wealth Management Internship
LOCATION –Cleveland, Ohio
DURATION & TIME – May - August 2026; 9am - 5pm weekdays
Wellspring Financial Advisors is an independent multi-family office offering holistic financial services to ultra-high-net-worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and multi-family office services. We are seeking a confident, motivated, self-starter to join our team as an intern for the 2025 summer months. We seek to hire and develop individuals who embody our standards of excellence.
ROLE SUMMARY
- Organizing and processing client tax data and information
- Preparing quarterly investment reports
- Gathering data and data entry into tax projection software for quarterly income tax projections
- Preparing annual reports for client review– including but not limited to net worth statements, cash flow, and estate plan summaries.
- Special Projects including handling eMoney client data and preparing reports
EXPERIENCE & EDUCATION
- Finance major, Accounting major, or both
- Ideal candidate is a Junior or Senior
SKILLS & COMPETENCIES
- Some proficiency in Microsoft Office applications including Word, Excel, PowerPoint
- Personal characteristics including:
- Honesty
- Confidentiality
- Flexibility
- Efficient
- Timely
- Comfortable with technology
- Assertive but respectful
- Open mindedness
Contact: AShira Nelson, Director of Quality Assurance and Training anelson@wellspringfo.com