Summer 2027 Wealth Management Internship
Core
Summer internship for college students to gain real-world experience in wealth management and financial planning at a registered investment advisory.
Role type
Summer Intern, Wealth Management
Builds
Financial planning projects, client presentations, and portfolio research
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Financial planning, Finance, Accounting, Microsoft Office, Investment research, Portfolio management, CRM usage
Responsibilities
Shadow client presentations, assist in preparing financial documents and performance reports, conduct research on stocks and bonds, participate in Investment Committee meetings, build spreadsheets for financial planning opportunities, utilize portfolio management software
Seniority
Intern