Wealth Management Intern
Position Overview
SteelPeak’s Summer Intern Program is designed to give students exposure to all things wealth management. Throughout this comprehensive program, students rotate across key departments – Investing, Trading, Client Service, Operations, Marketing, and Compliance – gaining practical experience in how a modern Registered Investment Advisory (RIA) firm operates.
The program is designed for students entering their final year of college who are eager to explore a career in wealth management. The program commences in late-June and runs for approximately eight weeks.
Key Responsibilities
- Participate in weekly department rotations, learning directly from senior leaders across the firm
- Shadow advisors to learn how investment and planning strategies are developed
- Assist with research, portfolio reviews, and client service initiatives
- Gain insight into compliance, technology, and operational processes that drive an RIA firm
Qualifications
- Pursuing a degree in Finance, Economics, or related field (Class of 2027)
- Interest in financial markets, technology, and client service
- Strong communicator with curiosity, initiative, and attention to detail
- Enthusiastic about learning in a collaborative, professional environment
Why Join SteelPeak?
- Real-world exposure to the financial advisory industry
- Mentorship and guidance from experienced professionals
- Collaborative, team-oriented culture that values learning and growth
- Opportunity to explore future career paths within wealth management