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Wealth Management Intern

Invessent
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Invessent is seeking a motivated and detail-oriented Wealth Management Intern to join our team. This internship is designed for individuals passionate about financial services, eager to contribute to strategic initiatives, and interested in growing into a future advisor role.

You’ll gain exposure to financial planning, investment strategy, client engagement, and firm operations, while receiving hands-on coaching from experienced professionals. The internship also provides a pathway to full-time roles and industry designations (e.g., Series 65, CFP®, CFA).

Responsibilities Include

  • Support the team with client outreach, data input, planning, and compliance submissions
  • Conduct market, financial planning, and product research
  • Create, manage, and systematize marketing content (e.g., social media, TV appearances, financial articles)
  • Help coordinate with custodians and third-party asset managers 
  • Participate in brainstorming and planning meetings, document key takeaways
  • Stay updated on market trends, regulatory changes, and financial planning best practices
  • Maintain confidentiality and adhere to compliance standards in all tasks
  • Engage with professional development resources to support future licensing/designation efforts

Key Competencies

  • Pursuing a degree in Finance, Business, or a related field
  • Proficient in Microsoft Office
  • Strong time management and organizational skills
  • Excellent communication and interpersonal abilities
  • Self-starter with curiosity, creativity, and a collaborative mindset

Internship Benefits

  • Weekly one-on-one mentorship with a senior advisor
  • Monthly check-ins with leadership
  • Daily team meetings for exposure to planning and execution
  • Career mentorship and long-term guidance
  • Educational resources to prepare for SIE, Series 65, CFP®, CFA®
  • A formal letter of recommendation and LinkedIn endorsement upon completion
  • Opportunity for extension and potential transition to a full-time role

Pre-Employment Requirements

  • Background check
  • Credit check
  • Criminal history check
  • Transportation