Summer 2027 Wealth Management Internship
Core
Summer internship for rising seniors to support individuals, families, and businesses in achieving financial goals through personalized planning and investment strategies.
Role type
Summer 2027 Wealth Management Intern
Builds
Financial plans, investment strategies, and portfolio analyses for clients
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Financial planning, investment management, portfolio analysis, wealth preservation, retirement planning, client relationship management, market research, financial analysis
Preferred skills
Investments and Portfolio Management, Personal Financial Planning, Financial Markets and Institutions, Corporate Finance, Retirement Planning, Estate Planning, Risk Management and Insurance, Financial Analysis, Accounting Principles, Economics
Technologies
Microsoft Office Suite, Microsoft Excel
Responsibilities
Collaborate directly with manager, support organization and department initiatives, provide recommendations to improve department, work independently and within a team, participate in all internship events
Seniority
Intern, Summer 2027