Wealth Management Intern

Summer Internship Program Our 8 to 10 week Summer Intern Program is designed to provide students with a challenging, meaningful, and supportive experience that replicates the experience of being a full-time Wealthspire Associate. Summer Intern orientation offers a thorough overview of the firm and the opportunity to learn from several senior leaders. Following our two-week training, interns are given day-to-day responsibilities and summer-long projects to contribute throughout their time at Wealthspire. The program also includes challenges, mentoring, philanthropic and networking opportunities. Wealthspire is highly committed to the summer intern program and considers it the primary pipeline for our Associate program. Responsibilities Assist with the development of client financial plans Participate in portfolio construction projects and client portfolio reviews Assist with the reconciliation and review of financial data Conduct investment research for clients or firm-wide initiatives Assist in the review and allocation of 529 college savings plans Research client issues as directed and present data Qualifications Pursuing Bachelor’s Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP Interest in financial planning and wealth management Continuously exhibits personal integrity and professional initiative Capacity to think critically and devise creative solutions Organized and detail oriented Excellent written and verbal communication skills Collaborative and able to work effectively with others Benefits Practical experience with broad applications Shadowing, mentoring, and training opportunities with seasoned professionals Opportunity for full time employment after graduation Competitive hourly rate throughout the internship Salary and Compensation The hourly range for this position is $20.00 – $27.00 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Diversity, Equity, Inclusion, and Belonging Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction. Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status. Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions. Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business. Equal Employment Opportunity Statement NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr