Wealth Management Summer Intern Build Portfolios

Internship Description

Our 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  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.

• 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

• Pursuing Bachelor’s Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP
• Rising senior graduating in May 2027
• 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

• 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

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.

Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.