Wealthspire is hiring a Wealth Management Intern to support client financial planning, portfolio analysis, investment research, and related client needs. The intern will collaborate with colleagues and develop and present analysis and recommendations.
Responsibilities
Assist with the development and preparation of client financial plans
Support portfolio construction, analysis, and client portfolio reviews
Reconcile and review financial data to ensure accuracy and completeness
Conduct investment and market research to support client needs and firm initiatives
Assist with the review and allocation of 529 college savings plans
Research client-specific questions and issues and present findings to team members
Collaborate with colleagues across the firm to gain exposure to different areas of the business
Develop and present clear, concise analysis and recommendations
Qualification
Required
Pursuing a Bachelor's degree in Finance
or an undergraduate/graduate degree program aligned with the CFP® certification
Demonstrated interest in financial planning and wealth management
Demonstrates integrity, professionalism, and initiative
Strong critical thinking and problem-solving skills
Highly organized and detail-oriented
Excellent written and verbal communication skills
Collaborative and able to work effectively in a team environment
Preferred
Pursuing a Bachelor's degree in Finance preferred
May be eligible for performance-based incentives.
Aon is a global provider of risk management, insurance and reinsurance brokerage, human resources solutions, and outsourcing services.
