Summer Wealth Management Intern - Finance & Investments
$20 per hourMAI 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
- ...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
- ...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 workInternship
$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 workWork at office- * 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
$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...SuggestedFull time- ...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...
$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- ...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 workFull timeWork at officeLocal areaNight shiftAfternoon shift
$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 timeTemporary workWork experience placementFlexible hours- ...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
$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 officeFlexible hours$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...- ...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 workWork experience placementLocal area
- ...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 officeFlexible hours
$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 timeH1b$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...H1bLocal areaOverseas- ...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 timeTemporary workWork at office
- ...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 workInternship
$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 timeH1b$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...InternshipFull timeContract workFor contractorsLocal areaFlexible hours$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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...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 officeLocal area3 days per week
- ...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...
$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 officeRemote workFlexible hours$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 timeContract workWork experience placementLocal areaRemote workWorldwideRelocation package$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 placementWork at officeRemote workFlexible hoursNight shift- ...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 timeCasual workWork at officeLocal areaRemote workMonday to Friday
- ...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 officeLocal area
- ...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 officeRemote work
$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
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