Wealth Management Intern

About the role

Program Duration: 10 weeks, paid. Eligible candidates are college juniors interested in gaining real experience at a top‑ranked registered investment advisory firm.

The Wealth Management Internship provides a genuine look at how a wealth management firm operates, allowing interns to work alongside advisors and leaders who guide clients through important financial decisions.

Responsibilities

• Partner with your team on meaningful projects and research that inform actual client and business decisions.
• Sit in on client and prospect meetings to see firsthand how advisors build trust and deliver recommendations.
• Get hands‑on exposure to planning, portfolio construction, and the technical work behind the scenes.
• Communicate directly with clients, vendors, and internal teams, sharpening professional instincts.

Qualifications

• Pursuing a degree in Finance, Trust and Wealth Management, or general business.
• Demonstrated leadership experience in a club, organization, or job.
• Sharp analytical thinking and genuine curiosity about financial markets and business strategy.
• Clear and confident communication in client meetings, team settings, and written summaries.
• Strong organizational skills to juggle multiple projects and the self‑motivation to work with ambiguity.
• Proficiency with Microsoft Office, especially Outlook, Word, and Excel.
• Commitment to confidentiality and integrity, reflecting the high standards expected by clients.
• Ability to provide practical examples that demonstrate accountability, curiosity, teamwork, inclusion, and service commitment.

Pay

$10,000 stipend for the 10‑week program. The base salary will be commensurate with an individual's work experience and educational background.

Schedule

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

Benefits

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