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 21 hours ago
Similar jobs that could be interesting for youBased on the Summer Wealth Management Intern - Finance & Investments in Independence, OH vacancy
  • Wealth Advisor III page is loaded## Wealth Advisor IIIlocations: OH - Cleveland - Superior...  ...in order to structure a goals-based investment management strategy and financial plan.**Essential...  ...eligible with the exception of Co-Op, Intern, or Student positions.It is our policy... 
    Internship
    Local area

    First Financial Bank

    Cleveland, OH
    4 days ago
  • $128k - $268k

    KeyCorp seeks a Family Wealth Investment Consultant Manager in Cleveland, Ohio to lead a team focused on managing customized investment portfolios for ultra-high-net-worth clients. The role combines leadership with client management, ensuring investment excellence and... 
    Suggested

    KeyCorp

    Cleveland, OH
    3 days ago
  • MAI Capital Management is seeking a Wealth Advisor to serve as the primary advisor and relationship manager for clients. Responsibilities include financial planning, investment management, and enhancing client relationships. Candidates should possess a bachelor's degree... 
    Suggested

    MAI Capital Management

    Independence, OH
    4 days ago
  • $90k - $120k

    MAI Wealth Management, Inc. is seeking a Wealth Advisor in Independence, OH. The wealth advisor will manage client relationships and deliver personalized financial planning and investment management. Responsibilities include creating financial plans, developing investment... 
    Suggested

    MAI Wealth Management, Inc.

    Independence, OH
    3 days ago
  •  ...is seeking a Private Banker in Cleveland, OH, to manage client relationships and provide expert advice on wealth management. Applicants should have over six...  ...client experiences through a strong understanding of investments and banking. The role offers competitive salary... 
    Suggested

    Aumni

    Cleveland, OH
    4 days ago
  • $75k

     .... As a Financial Advisor within PNC's Wealth Management, you will be based in Parmatown Branch...  ...on helping clients meet their savings, investing and retirement goals. Our team of...  ...opportunities and making referrals to internal business partners as appropriate. Acquires... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Cleveland, OH
    4 days ago
  •  ...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... 

    WealthBridge Financial Group

    Twinsburg, OH
    2 days ago
  • $98.1k - $210k

    Bank of America is hiring in Cleveland for a role that involves managing fiduciary and investment management accounts for high-net-worth clients. The successful candidate will oversee trust administration, ensure compliance with regulations, and engage with clients to drive... 

    Crains Cleveland

    Cleveland, OH
    4 days ago
  •  ...relationships across various client types. The role includes detailed responsibilities such as portfolio management, client consultations, and implementing investment plans. Candidates should possess a Bachelor's degree, 5+ years of relevant experience, and the necessary... 

    Manning & Napier, Inc

    Cleveland, OH
    2 days ago
  • A prominent wealth management firm in Beachwood, Ohio, seeks an experienced Wealth Advisor to...  ...managing client engagements, executing investment strategies, and developing financial plans...  ...skills. A Bachelor's degree in finance or a related field is required, along... 

    Wealthspire

    Beachwood, OH
    3 days ago
  • U.S. Bank in Strongsville, Ohio is seeking a Wealth Management Advisor to lead investment planning and deliver tailored financial strategies. The successful candidate will partner with clients, providing expert advice on investment strategy and portfolio management, ensuring... 

    U.S. Bank

    Strongsville, OH
    5 days ago
  • $120k - $130k

    AON is seeking an experienced Wealth Advisor for its Beachwood, Ohio office. This role...  ...collaborating with team members to serve the wealth management needs of high net-worth clients....  ...managing client engagements, executing investment activities, and developing client... 
    Work at office

    AON

    Beachwood, OH
    1 day ago
  • A prominent financial institution in Cleveland is seeking a Wealth Advisor III to manage client relationships and develop comprehensive financial plans. The role requires a deep understanding of investment management and compliance regulations. Candidates should have at... 
    Full time
    Contract work

    First Financial Bank

    Cleveland, OH
    4 days ago
  • $65k - $80.2k

     .... Try new things, learn new skills and discover what you excel at—all from Day One. Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Strongsville, OH
    5 days ago
  •  ...Are Wealthspire is a leading wealth management, retirement advisory, and...  ...affiliates are separately registered investment advisers. Wealth Advisor...  ...and actively participate in internal and external training...  ...planning, business, accounting, finance, economics, law, or related... 
    Work at office
    Local area
    Flexible hours

    Wealthspire

    Beachwood, OH
    1 day ago
  •  ...Job Description Job Description Title: Wealth Investment & Portfolio Management Platforms Senior Manager Job Type : FTE, Salary - Exempt Location...  ...to-end delivery and production ownership of vendor and internal platforms supporting portfolio management (trading/... 
    Permanent employment
    Bank staff
    Work at office

    Wright Technical Services

    Cleveland, OH
    22 days ago
  • $100k - $150k

     ...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
    3 days ago
  • $50 - $60 per hour

     ...AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals...  ...backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.   Advantages of... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Brecksville, OH
    more than 2 months 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... 

    PNC Financial Services Group

    Parma, OH
    4 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
    21 hours ago
  •  ...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 relationship...  .... Collaborate with internal specialists (planning, investments... 

    MAI Capital Management, LLC

    Independence, OH
    4 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
  • $128k - $268k

     ...:127 Public Square, Cleveland OhioJob SummaryThe Family Wealth Investment Consultant Manager leads a team of Portfolio Strategists responsible for managing...  ....Reinforce compliance with regulatory requirements, internal policies, fiduciary standards, and risk management... 
    Work at office
    Flexible hours
    Night shift

    KeyCorp

    Cleveland, OH
    3 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

    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
    21 hours ago
  •  ...Financial Solutions Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in... 
    Traineeship
    Work at office
    Shift work
    Day shift

    Bank of America

    Cleveland, OH
    4 days ago
  • $76k - $125.3k

     ...Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive...  ...to support processes and internal teams Demonstrate deep...  ...’s degree in Accounting, Finance, Business Administration,...  ...designated EY Paid Holidays, Winter/Summer breaks, Personal/Family... 
    Summer holiday
    Work at office
    Local area
    Flexible hours

    Ernst & Young Oman

    Cleveland, OH
    21 hours 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...  ..., credit and banking needs Partner with internal specialists to provide interdisciplinary expertise... 
    Temporary work
    Work experience placement
    Local area

    Aumni

    Cleveland, OH
    3 days ago
  • $108.78k - $184.97k

    Northern Trust in Cleveland, OH is seeking a Banking Advisor to develop new relationships and manage existing Wealth Management clients. This role involves negotiating complex credit and deposit arrangements while enhancing service quality. The ideal candidate will have... 

    Crains Cleveland

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

     ...Industry/Sector: Asset and Wealth Management Time Type: Full time...  ...changing 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... 
    Full time
    H1b
    Local area
    Overseas

    PwC

    Cleveland, OH
    21 hours 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!