Summer 2027 Wealth Management Internship
Core
Summer internship for college students to gain real-world experience in wealth management and financial planning.
Role type
Summer Wealth Management Intern
Builds
Client presentations, financial documents, performance reports, investment research, portfolio maintenance, and financial planning projects.
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Financial planning, Finance, Accounting, Microsoft Office proficiency, investment research, portfolio management, CRM usage, data analysis
Preferred skills
Campus leadership experience, professional work experience, e-Money Certification
Technologies
Morningstar, YCharts, Orion Risk Intelligence, CRM systems, portfolio management software
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, work on virtual financial planning projects.
Seniority
Intern