Summer 2027 Wealth Management Internship
Core
Summer internship providing exposure to wealth management, financial planning, and investment analysis within a registered investment advisory.
Role type
Wealth Management Intern
Builds
Financial planning projects, research reports, and portfolio maintenance support for clients
Domain
Financial Services, Wealth Management, Registered Investment Advisory
Deliverable
research | product features
Required skills
financial planning, investment research, portfolio maintenance, Microsoft Office, data analysis
Preferred skills
leadership experience, campus organization involvement
Technologies
Bloomberg, YCharts, HiddenLevers, Riskalyze, CRM systems, financial planning software
Responsibilities
shadow client presentations, assist with financial documents and performance reports, conduct securities research, support portfolio optimization and rebalancing, build financial planning spreadsheets
Seniority
Intern, entry-level