Financial Planning Intern

2 weeks ago


San Francisco, California, United States ASPIRIANT LLC Full time
Job Overview

As a Wealth Management Intern at Aspiriant LLC, you will be part of an industry-leading firm that empowers families to take control of their financial lives. This eight-week program provides invaluable experience in wealth management services, including client relationship-building, long-range wealth planning, and net worth analysis.

The ideal candidate will possess excellent communication skills, proficiency in Excel and Word, and a strong understanding of personal finance concepts. A bachelor's or master's degree in a related field is preferred, with coursework in personal financial planning being a significant asset.

This internship offers a unique opportunity to apply academic knowledge to real-world scenarios, work alongside experienced professionals, and develop essential skills for a successful career in finance.

**Estimated Salary:** $25-$30 per hour (dependent on location)



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