Summer 2027 Wealth Management Intern
Core
Summer internship supporting Wealth Management advisors in client presentations, financial planning, and investment portfolio management.
Role type
Summer Wealth Management Intern
Builds
Financial planning projects and discretionary investment portfolios
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, CRM usage, financial document preparation, tax planning, spreadsheet modeling, Microsoft Office proficiency
Preferred skills
Campus leadership experience, professional work experience
Responsibilities
Shadow client presentations, assist in financial document preparation, support full financial planning process, assist in discretionary portfolio design, conduct independent research for planning opportunities
Seniority
Intern
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