Wealth Management Professional

1 week ago

Palm Beach Gardens, Florida, United States National Financial Partners Full time
Join Our Team as a Wealth Management Intern

Wealthspire Advisors is a leading independent registered investment advisory firm with a strong commitment to a fiduciary business model. Our team is dedicated to delivering thoughtful, collaborative strategies that focus on what is most important to each client.

About the Role

This is a hybrid position with in-office flexibility a few days a week. As a Wealth Management Intern, you will assist with the development of client financial plans, participate in portfolio construction projects, and conduct investment research for clients or firm-wide initiatives.

Responsibilities
  • Assist with the development of client financial plans
  • Participate in portfolio construction projects and client portfolio reviews
  • Assist with the reconciliation and review of financial data
  • Conduct investment research for clients or firm-wide initiatives
  • Assist in the review and allocation of 529 college savings plans
  • Research client issues as directed and present data
Qualifications
  • Pursuing Bachelor's Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP with a graduation date before June 2026
  • Interest in financial planning and wealth management
  • Continuously exhibits personal integrity and professional initiative
  • Capacity to think critically and devise creative solutions
  • Organized and detail-oriented
  • Excellent written and verbal communication skills
  • Collaborative and able to work effectively with others
Benefits
  • Practical experience with broad applications
  • Shadowing, mentoring, and training opportunities with seasoned professionals
  • Opportunity for full-time employment after graduation
  • Competitive hourly rate throughout the internship
Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. We believe that true excellence can only be achieved in an environment where every employee feels empowered and included.

We are an equal opportunity employer and do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.

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