Wealth Management Intern

About the Role

We are seeking a motivated and detail-oriented Wealth Management Intern to join our team. This role is ideal for students or recent graduates interested in financial planning, investments, and client service within a professional advisory environment. The intern will gain hands-on experience supporting advisors, learning industry tools, and contributing to meaningful projects that impact our clients and business operations.

Key Responsibilities

Assist financial advisors with preparation of client review materials, presentations, and reports

Conduct research on investment products, market trends, and financial planning strategies

Support the onboarding process for new clients, including data gathering and documentation

Help maintain and update CRM systems and client files with accuracy and confidentiality

Participate in team meetings, training sessions, and project discussions

Observe client meetings (when appropriate) to gain exposure to relationship management

Provide administrative support to various departments to ensure smooth workflow

Contribute to special projects related to marketing, operations, or business development

Qualifications

Currently pursuing or recently completed a degree in Finance, Business, Economics, Accounting, or related field

Strong analytical and organizational skills

Excellent written and verbal communication abilities

Ability to work independently and as part of a team

High level of professionalism, integrity, and discretion

Proficiency in Microsoft Office (Excel, Word, PowerPoint); familiarity with CRM or financial software is a plus

Preferred Traits

Interest in wealth management, financial planning, or investment advisory careers

Willingness to learn and take initiative

Strong attention to detail and commitment to accuracy

Comfortable working in a fast-paced, client-focused environment

What You Will Gain

Hands-on experience in financial planning and advisory workflows

Exposure to compliance, operations, and client service functions within a wealth management firm

Mentorship from experienced financial advisors and leadership

Practical knowledge of investment products, portfolio construction, and financial planning tools

Opportunities to build professional skills and grow your industry network