Wealth Management Intern

About the role

Our Wealth Management Internship Program gives college juniors a genuine look at how a wealth management firm operates, working alongside the advisors and leaders who guide clients through some of the most important financial decisions of their lives. Over a 10‑week paid program, you’ll gain real‑world experience at a top‑ranked RIA, partnering on meaningful projects, sitting in on client meetings, getting hands‑on exposure to planning and portfolio construction, and communicating directly with clients, vendors, and internal teams.

Responsibilities

• Partner with your team on meaningful projects and research that inform actual client and business decisions
• Sit in on client and prospect meetings, seeing firsthand how our advisors build trust and deliver recommendations
• Get hands-on exposure to planning, portfolio construction, and the technical work behind the scenes that most students never see until years into their careers
• Communicate directly with clients, vendors, and internal teams, sharpening the professional instincts you'll rely on for the rest of your career

Requirements

• Are pursuing a degree in Finance, Trust and Wealth Management, or general business
• Have taken on a leadership role in a club, organization, or job, and know how to own a responsibility

Skills

• Bring sharp analytical thinking and genuine curiosity about financial markets and business strategy
• Communicate clearly and confidently, whether in a client meeting, a team huddle, or a written summary
• Are organized enough to juggle multiple projects and self‑motivated enough to run with ambiguity
• Have a solid handle on Microsoft Office, especially Outlook, Word, and Excel
• Take confidentiality and integrity seriously, because our clients expect high integrity from each and every member of the team

Benefits

• Comprehensive health benefits including medical, dental, vision, and life insurance
• Education assistance
• Annual bonus opportunity
• 401(k) with employer match
• Short‑term and long‑term disability
• Flexible time off
• 13 paid holidays annually

Pay

$10,000 stipend for a 10‑week program. US Pay Range: $10,000 – $10,000 USD.

Schedule

Monday – Thursday: 9 am – 4 pm; Friday: 9 am – 3 pm (local time).