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 Wealth Management Intern
Builds
Financial planning projects, client presentation materials, and portfolio research reports
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Financial planning, Finance, Accounting, Microsoft Office, Investment research, Portfolio management, CRM usage, Financial software (Bloomberg, YCharts, HiddenLevers, Riskalyze)
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, and work on virtual financial planning projects.