Wealth Management Internship

Moneco Advisors

Launch your career in financial planning with one of New England's fastest-growing independent wealth management firms.

Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative culture with sophisticated planning tools - and our internship program is designed to give students a real, hands-on view of what that looks like in practice.

The Wealth Management Internship offers structured, meaningful exposure to investment research, client service, and financial planning. Interns work alongside experienced professionals on real projects - not busywork - and complete the program with a comprehensive financial planning case study from start to finish.
What You'll Do

You'll contribute directly to the firm's client service, investment research, and planning activities. Your work will span four key areas:

Asset Management & Research

Use Morningstar to complete quarterly investment reports and monitor current holdings.
Assist in portfolio research to support advisor decisions and Investment Committee reviews.

Financial Communication & Marketing Support

Create social media and digital content to support the firm's brand and thought leadership.
Analyze digital metrics to provide data-driven insights for advisor use.

Financial Planning & Case Study

Apply tools including eMoney, Orion, and Riskalyze to support planning and asset allocation.
Complete a financial planning case study from discovery meeting through plan presentation.

Operations & CRM

Use the firm's CRM system to support client service processes and maintain records.
Assist in maintaining securities databases and workflow management.

What We're Looking For

At least two years of college coursework completed with a GPA of 3.4+ (exceptions considered).
Strong written and verbal communication skills (writing samples required).
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Genuine interest in wealth management, client service, and financial planning.
Collaborative team player who can also manage independent projects.
Experience with Morningstar, Bloomberg, or CRM systems a plus.

Why Join Moneco Advisors?

This internship is offered for academic credit and includes structured learning across financial products and planning strategies - mutual funds, ETFs, annuities, insurance, estate planning, and taxation. Interns also participate in educational sessions and, in some cases, may be eligible for part-time paid roles following the program. While future employment is not guaranteed, this is a genuine launching pad for a career in wealth management.

Apply

Vacancy posted 5 days ago

Similar jobs that could be interesting for youBased on the Wealth Management Internship in Fairfield, CT vacancy

IT Audit Manager - Institutional Services and Wealth Management (ISWM) Domain
$107.5k - $179.1k
...COMMUTABLE DISTANCE OR WILLING TO RELOCATE.OverviewThis IT Audit Manager role will be responsible for managing, leading, and executing... ...environment supporting the Institutional Services (Capital Markets) and Wealth Management (ISWM) domain, while coaching team members to...
Suggested
Full time
Remote work
Relocation
M&T Bank
Bridgeport, CT
5 days ago
Wealth Management Trainee
...000 bonus upon completion. Award winning mentorship and training programs that support your move into sales leadership and wealth management. Income support to get you started on top of your commissions and bonuses. *This is an entry-level exam administered by...
Suggested
Traineeship
Bankers Life
Milford, CT
4 days ago
Equity Research Off-Cycle Intern - Brazil
...Business unit(s) Equity Research Program type Off-Cycle Internship Job description Jefferies Equity Research Intern... ...that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we...
Internship
Local area
Immediate start
Worldwide
Jefferies
Bridgeport, CT
4 days ago
Pathways Operations Manager Intern - Summer 2027
$135k - $162k
...Description Join Amazon's Pathways Operations internship and tackle real-world operational challenges at one of our dynamic facilities... ...split your time between hands-on operations exposure — shadowing managers, leading gemba walks, and participating in business reviews —...
Internship
Full time
Summer work
Summer internship
Immediate start
Amazon
Bridgeport, CT
2 days ago
Financial Advisor/Wealth Management Advisor
...Financial Advisor / Wealth Management Advisor Northwestern Mutual Stamford, CT – Westport, CT – Fairfield, CT Offices Full-Time Considering making an application for this job Check all the details in this job description, and then click on Apply. About...
Suggested
Full time
Local area
Flexible hours
Northwestern Mutual
Fairfield, CT
6 days ago
Student CMO (Campus Marketing Officer - Marketing Intern)
...campus engagement.Organized, detail-oriented, and comfortable managing multiple projects.Self-starter who works well independently and... ...preferred.How We Elevate Our EmployeesThis is more than an internship — it’s a chance to build your portfolio, gain hands-on marketing...
Internship
Hourly pay
Part time
Local area
Barnes & Noble Education, Inc.
Fairfield, CT
5 days ago
Vans: Sales Lead - Westfield Trumbull
$19.94 - $24.84 per hour
...assume responsibility for the store in the absence of another manager. This may include covering breaks, meal periods or opening the... ...This position is a part-time or limited time position (i.e., internship) and is not eligible for all of the benefits plans offered at...
Internship
Hourly pay
Part time
Local area
Flexible hours
Shift work
VF Corporation
Trumbull, CT
3 days ago
Spring 2027 Management Trainee Intern- Fairfield County, CT
$19 per hour
...Overview If you’re looking to hit the ground running, the Enterprise Management Internship will help you build valuable business and leadership skills. For a university/college student, the real-world professional experience you’ll receive during the internship will help...
Internship
Hourly pay
Full time
Temporary work
Part time
Traineeship
Work experience placement
Enterprise
Bridgeport, CT
1 day ago
Wealth Advisor
...Overview We're recruiting for a Wealth Advisor on behalf of a local bank in Fairfield County with an established Wealth Management division. Candidates should have a proven track record in establishing new and maintaining existing HNW/UHNW client relationships....
Local area
JCW Group
Fairfield, CT
6 days ago
Wealth Advisor Team Leader
$204.5k - $340.9k
Overview: This position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor. Leads, hires, coaches and develops assigned team. Works closely with senior management in managing the team. Primary Responsibilities...
Full time
Work experience placement
M&T Bank
Fairfield, CT
4 days ago
College Internship
$20 - $26 per hour
Cianbro's internships are paid and are available to full-time undergraduate students who have completed at least their freshman year of... ...who are pursuing a degree in: Engineering Construction Management Safety/Health/Environmental The typical length of the internship...
Internship
Full time
Summer work
Summer internship
Flexible hours
Cianbro
Norwalk, CT
5 days ago
Chief Administrative Officer
...Administrative Officer The Chief Administrative Officer is responsible for the financial, human resources, compliance, safety, and risk management operations of the agency. This position functions as a member of the Senior Leadership team, integrally involved in development...
Contract work
Work at office
Boys & Girls Clubs of America
Bridgeport, CT
4 days ago
Career Development - Senior Associate Director of Career & Professional Development, WCBT
...skills and assist with document preparation as well as job and internship searches. Assist the Director with employer relations and... ...communication with WCBT faculty and administration; Utilizing career management software to facilitate career development activities and...
Internship
Full time
Contract work
Work at office
Work visa
Weekend work
Afternoon shift
Sacred Heart University
Fairfield, CT
a month ago
Marketing Operations Coordinator
$71.75k - $75k
...related field, or equivalent experience. Early-career experience or internship exposure in Marketing, business operations or a related area.... ...organization and attention to detail , with the ability to manage multiple priorities. Proficiency in Excel and PowerPoint and willingness...
Internship
Flexible hours
BIC Group LLC
Norwalk, CT
1 day ago
Maritime Internship: Deck Operations & Safety
A maritime company is offering a Summer/Winter Internship based in Bridgeport, CT, providing training and experience in maritime operations. Candidates will engage in shipboard tasks and adhere to safety standards while gaining insights from seasoned professionals. Essential...
Internship
Summer internship
PJFerry
Bridgeport, CT
1 day ago
Portfolio Associate
$150k - $200k
...Westport, Connecticut Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for... ...graduation date in Spring/Summer 2027 ~ Relevant internship experience at an investment bank or asset management firm...
Internship
Apprenticeship
Summer work
Bridgewater Associates
Westport, CT
4 days ago
Associate District Manager
$40.2k - $79.8k
...style and the ability to cold call without fear of rejection, manage your time well, and can present your ideas in a clear professional... ...could include: One to two years of prior work experience or internships in Retail, Marketing, Business Development, Food Service,...
Internship
Minimum wage
Temporary work
Work experience placement
Local area
ADP
Milford, CT
4 days ago
Northeast - Sales Internship (Comparion) - Summer 2027
$20 - $22 per hour
...Category: Sales - Comparion Description In-Person Summer 2027 Internship Our Summer 2027 Early Talent internships are a set 11-weeks... ...preferred or related fields. You're organized, know how to manage your time, and know how to get results. You know how to...
Internship
Permanent employment
Summer work
Summer internship
Work at office
Local area
Comparion Insurance Agency
Trumbull, CT
2 days ago
Emerging Store Manager
$45k - $71.55k
...customer service associates and designated hitters. Responsible for managing front end of the store and making recommendations on the... ...majors welcome OR satisfactorily completed a Walgreens Community Internship Program OR High School Diploma/GED and two years of experience...
Internship
Temporary work
Local area
Relocation
Flexible hours
Shift work
Weekend work
Afternoon shift
Walgreens Boots Alliance
Monroe, CT
3 days ago
Internship- Food & Beverage FOH
...About Us HEI manages an unparalleled portfolio of leading full-service branded hotels and luxury and lifestyle independent hotels... ...Performance Bonus Eligible? No Overview The HEI Internship Program is a 10 - 12 week fast track development opportunity for...
Internship
Hourly pay
Temporary work
Shift work
HEI Hotels & Resorts
Fairfield, CT
4 days ago
Shift Supervisor Trainee
$17.1 - $26 per hour
...supervisory responsibilities, completes basic operations and management skills training, and also learns about key aspects of the business... ..., state and local laws. Seniority level Seniority level Internship Employment type Employment type Full-time Job function Job function...
Internship
Hourly pay
Full time
Temporary work
Traineeship
Local area
Flexible hours
Shift work
Night shift
Weekend work
Day shift
Early shift
CVS Health
Norwalk, CT
1 day ago
Summer/Winter Cadet
...Summer/Winter Internship The Summer/Winter Internship is a temporary training position in one of McAllister Towing's ports. You will report directly to the Officer in Charge of Navigation when on duty. Supervises: None Description of Duties: As an intern, you...
Internship
Temporary work
Summer work
Summer internship
Local area
McAllister Towing
Bridgeport, CT
5 days ago
Head of Project Management (Remote)
...Essential Duties and Responsibilities: - Serve as a senior level individual contributor or project manager depending on project. - Manage the resource allocation process within the functional unit and work cooperatively with senior management to ensure utilization...
Minimum wage
Contract work
Temporary work
Work experience placement
Remote work
MAXIMUS
Bridgeport, CT
3 days ago
Account Executive - Retirement 401(k) Services
...Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and...
Internship
Full time
Contract work
Part time
Local area
Flexible hours
Paychex
Bridgeport, CT
1 day ago
Contact Center Product Manager II- Chat
$89.6k - $149.3k
Contact Center Product Manager II- ChatLocation: Buffalo, NY, Bridgeport, CT or Millsboro, DE | 4 days in office and 1 day from homeOverview: Responsible for the management of multiple product lines or services within the Chat channel, including digital chat experiences...
Full time
Work experience placement
Work at office
M&T Bank
Bridgeport, CT
3 days ago
Co-Op, Development Resource Management
$20 - $60 per hour
...for the entire duration of the co-op program. The Resource Management team within Portfolio Operations is seeking a motivated co-op... ...analysis, reporting, or presentation development through academic, internship, or project work. At Moderna, we are focused on delivering...
Internship
Permanent employment
Full time
Work from home
Moderna
Bridgeport, CT
5 hours ago
Product Marketing Intern
$20.91 - $45.04 per hour
...: Works under the supervision of administrative division management to gain hands-on experience in various activities related to admin... ...students may also be considered). Preferably have prior internship experience or have completed a major project Demonstrate strong...
Internship
Remote job
Work experience placement
Summer work
Local area
TE Connectivity
Bridgeport, CT
3 days ago
Senior Director, Social Enterprise Operations
$101k - $126k
...Gallery and exhibitions). The role owns financial performance, contract outcomes, service quality, growth, employment results, and manager development across those programs and business lines. The Senior Director turns organizational strategy into operating plans and holds...
Full time
Contract work
For contractors
Work at office
Local area
Flexible hours
Shift work
Afternoon shift
The Kennedy Collective Inc
Trumbull, CT
11 days ago
Entry-Level Store Manager (Training Program)
$35.5 per hour
...Lead by doing at ALDI. Our Store Manager Trainee program prepares you to run your own store through hands-on leadership experience. You'll learn how to manage operations, develop teams, and drive results while working side-by-side with associates in a fast-paced environment...
Hourly pay
Full time
Temporary work
Part time
Traineeship
Local area
Aldi
Fairfield, CT
5 hours ago
Head of Project Management
$80k - $130k
...Westwood Professional Services, Inc. is seeking an ambitious and talented professional to join our team as a Transmission Project Manager. This is an opportunity to join Westwood's highly experienced and dynamic team dedicated to providing high-level engineering design...
Full time
Contract work
For contractors
Local area
Westwood Professional Services
Bridgeport, CT
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Internship. Be the first to apply!