NFP, an Aon company, is a wealth management firm based in New York City. They are seeking a Wealth Management Intern to assist with client financial plans, portfolio construction projects, and investment research while gaining practical experience in the wealth management industry.
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
Qualification
Required
Pursuing Bachelor's Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP
Rising senior with 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
Preferred
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
In addition to the base salary, this position may be eligible for performance-based incentives.
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
