Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Summer Wealth Management Intern - Finance & Investments

$20 per hour

MAI Capital Management, LLC

A leading wealth management firm is offering a 2026 Summer Internship Program based in Independence, Ohio. Interns will engage in meaningful projects across various departments including Wealth Management and Investment Management. Seeking candidates who are rising Juniors or Seniors with a GPA of 3.3 or higher, strong analytical, communication, and organizational skills. Opportunities are paid at $20/hour, providing a valuable experience in the finance sector. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Summer Wealth Management Intern - Finance & Investments in Independence, OH vacancy
  •  ...seeking a results-oriented Senior Wealth Advisor to join our team. In...  ...comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Senior...  ...Requirements Bachelor's degree in finance, accounting, or a related field... 
    Suggested

    WealthBridge Financial Group

    Twinsburg, OH
    3 days ago
  •  ...a subsidiary of Lincoln International, is growing! We are seeking an Investment Banking Intern to join our...  ...Banking Intern for Summer 2027, based in either our...  ...a Bachelor’s Degree in Finance or Accounting at the Senior...  ...brokerage & distribution, wealth advisory & retirement... 
    Summer work
    Internship

    MarshBerry

    Beachwood, OH
    2 days ago
  • $125k - $175k

     ...Financial Advisor – Tempo Wealth Tempo Wealth is a fast-growing, fee-only...  ...half-day Fridays throughout the summer Key Responsibilities...  ...relationships over time Collaborate with internal teams, such as compliance, investment operations, and client service, to... 
    Summer work
    Work at office

    RIA Recruiting

    Independence, OH
    4 days ago
  • * Consults on investment and insurance strategies, as well as the development of financial...  ...executing opportunities and making referrals to internal business partners as appropriate.*...  ...staff. In partnership with branch manager and/or investment sales associate, leads... 
    Suggested

    PNC Financial Services Group

    Parma, OH
    3 days ago
  • $90k - $120k

     ...Annually GENERAL JOB DESCRIPTION The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of...  ...personalized financial planning, investment management, and proactive...  ...consolidation. Collaborate with internal specialists (planning, investments... 
    Suggested
    Full time

    MAI Wealth Management, Inc.

    Independence, OH
    2 days ago
  •  ...seeking a Financial Professional in Independence, Ohio. The candidate will manage plan sponsor relationships, assist in retail wealth management, and conduct seminars on retirement and investment strategies. Ideal candidates are Registered Representatives with a strong... 

    Voya Financial Advisors Inc

    Independence, OH
    2 days ago
  • $80k - $110k

     ...performance) Company Description Shaker Investments is an employee‑owned, fee‑based investment...  ...founded in 1991. The firm actively manages equity portfolios for clients, focusing...  ...meaningful, long‑term client relationships. The Wealth Advisor is the primary relationship... 
    Work at office

    Shaker Investments LLC

    Cleveland, OH
    4 days ago
  •  ...responsible for the receipt, investment, safekeeping, and...  ...: Financial Management and Accounting...  ...accounting systems and internal controls to ensure accurate...  ...documentation related to District finances. Ensure the...  ...evening, weekend, and summer work. Occasional operation... 
    Summer work
    Full time
    Work at office
    Local area
    Night shift
    Afternoon shift

    Garfield Heights Board of Education

    Garfield Heights, OH
    3 days ago
  • $120k - $130k

     ...preservation, renovation and management of green, affordable and...  ...firm is a fully integrated investment management, development and...  ...management, solar energy, mortgage finance and title company...  ...outreach. * Coordinates with internal and external stakeholders to... 
    Full time
    Temporary work
    Work experience placement
    Flexible hours

    Jonathan Rose Companies

    Seven Hills, OH
    1 day ago
  •  ...for the position of Associate Wealth Advisor. The individual...  ...range of technical and client management support and assist in managing...  ...relationship including investments, taxation, estate planning,...  ...levels of an organization, both internally and externally Must be able... 
    Work experience placement

    CBIZ

    Cleveland, OH
    1 day ago
  • $52k - $80k

     ...Brooklyn Ohio About the Job (Job Brief) At Key Wealth Management, we strive for excellence and expect our investment management capabilities to reflect our high standards...  ...Management team in the implementation of internally managed fixed income strategies. Assist the Fixed... 
    Work at office
    Flexible hours

    Key Bank

    Brooklyn, OH
    2 days ago
  • $75k - $150k

     ...businesses, and qualified plans). Our current investment services include: retirement planning...  ...over time. You will report to the Managing Director of Wealth Management and be based in **...  ...(Salesforce)* Participate in regular internal meetings* Work on a schedule that best... 

    Manning & Napier Advisors

    Cleveland, OH
    1 day ago
  •  ...for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both...  ...planning, credit and banking needs Partner with internal specialists to provide interdisciplinary... 
    Temporary work
    Work experience placement
    Local area

    Aumni

    Cleveland, OH
    2 days ago
  •  ...Financial Advisor Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow Analysis...  ...Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and... 
    Work at office
    Flexible hours

    Hantz Group

    Independence, OH
    2 days ago
  • $99k - $266k

     ...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40%...  ...experience ~ CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity... 
    Full time
    H1b

    PwC

    Cleveland, OH
    5 days ago
  • $124k - $335k

     ...Industry/Sector Asset and Wealth Management Specialism Industry...  ...and complex national and international tax environment related to...  ..., and tax implications of investing in different jurisdictions....  ...other tax, technology, or finance-specific credentials may qualify... 
    H1b
    Local area
    Overseas

    PricewaterhouseCoopers

    Cleveland, OH
    2 days ago
  •  ...assists the Accounting Manager and the Chief...  ...relationships with potential internal/external clients, partners...  ...carriers, as well as wealth and retirement plan...  ...Accounting/Auditing and Finance Industries Financial...  ...Services, Insurance, and Investment Banking Referrals... 
    Full time
    Temporary work
    Work at office

    MarshBerry

    Woodmere, OH
    2 days ago
  •  ...A race management company based in Cleveland seeks a Social Media Marketing Intern for Summer 2026. This role involves creating engaging social media content, capturing live event moments, and connecting with the vibrant running community. Applicants should be current... 
    Summer work
    Internship

    Gondola

    Cleveland, OH
    2 days ago
  • $77k - $214k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy... 
    Full time
    H1b

    PwC

    Cleveland, OH
    2 days ago
  • $1,000 per month

     ...student government, etc) Excellent time-management skills Interest in financial literacy...  ...financial strategies—insurance, investments, and annuities—built to reinforce each other...  ...If offered to apply for approval of an intern contract to become a Northwestern Mutual... 
    Internship
    Full time
    Contract work
    For contractors
    Local area
    Flexible hours

    Northwestern Mutual

    Beachwood, OH
    5 days ago
  • $45k - $100k

     ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...  ...proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Broadview Heights, OH
    3 days ago
  •  ...timely financial information. Generates management reports and interfaces with corporate...  ...departments, both within and outside of Finance, with generating forecasts and analyzing...  ...include rates of return, depreciation, investments, and other areas as required). Limited... 
    Work at office
    Local area
    3 days per week

    Superior Dental Care

    Brooklyn, OH
    1 day ago
  •  ...The Vice President of Finance is a hands‑on executive responsible...  ...receivable, payroll, fixed assets, internal controls, and periodic...  ...audits with external auditors. Manage tax reporting and compliance,...  ...initiatives. Evaluate capital investment proposals, providing... 

    Freeway

    Cleveland, OH
    1 day ago
  • $115k - $155k

     ...fees or compounding interest. About The Finance Team The Finance team ensures Affirm...  ...positioned for growth. Our team manages financial planning, accounting, pricing,...  ...day-to-day financial operations to major investments, we enable sustainable, informed growth... 
    Work at office
    Remote work
    Flexible hours

    Affirm

    Cleveland, OH
    4 days ago
  • $124k - $154.2k

     ...Number 26083633 Job Category Finance & Accounting Location 15...  ...? N Position Type Management Pay Range: $124,000 - $1...  ...while maximizing the return on investment. In addition, creates and...  ...lead own team. • Oversees internal, external and regulatory audit... 
    Full time
    Contract work
    Work experience placement
    Local area
    Remote work
    Worldwide
    Relocation package

    Marriott

    Cleveland, OH
    5 days ago
  • $165k - $345k

     ...driving business development, managing client relationships, and originating corporate finance opportunities. This role focuses...  ...will collaborate with internal product specialists to deliver...  ...to generate new corporate and investment banking opportunities. Build and... 
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    Night shift

    Key Bank

    Cleveland, OH
    3 days ago
  •  ...Overview The Capital Markets Manager is responsible for working with leadership to develop...  ...Services Reports To: Director of Finance Status: Full-Time, Salaried, Exempt What...  ...potential covenant risks. Prepare and present investment committee loan memoranda, including... 
    Full time
    Casual work
    Work at office
    Local area
    Remote work
    Monday to Friday

    Weston

    Warrensville Heights, OH
    3 days ago
  •  ...by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding...  ...and develops appropriate marketing plan to sell insurance and investment solutions. Travels throughout market(s) to prospect and network... 
    Work at office
    Local area

    Western & Southern Life

    Independence, OH
    2 days ago
  •  ...timely financial information. Generates management reports and interfaces with corporate...  ...departments, both within and outside of Finance, with generating forecasts and analyzing...  ...include rates of return, depreciation, investments, and other areas as required). Limited... 
    Work at office
    Remote work

    Superior Dental Care

    Cleveland, OH
    5 days ago
  • $81.13k - $164.57k

     ...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future...  ...-through entities and partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary team helping... 
    Local area

    KPMG

    Cleveland, OH
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Summer Wealth Management Intern - Finance & Investments. Be the first to apply!