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Flex Ubs Wealth Management Intern Jobs (NOW HIRING)

UBS

UGA Product Onboarding US Associate

New York, NY · On-site

$135K - $165K/yr

The team UGA provides alternative investment solutions for high-net-worth clients of UBS Wealth Management US. WM US Alternative Investments business has over $90 billion in assets under control ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ

$15 - $19.75/hr

CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office. This internship provide exposure to the inner-workings of a wealth management firm with a robust tax ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ

$13.75 - $18.25/hr

CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office. This internship provide exposure to the inner-workings of a wealth management firm with a robust tax ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ · On-site

$13.75 - $18.25/hr

CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office. This internship provide exposure to the inner-workings of a wealth management firm with a robust tax ...

UBS

Intern

Colorado Springs, CO · On-site

$20/hr

Your role Intern, Wealth Management Americas, Branch Office Are you a motivated self-starter? Can ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...

CAPTRUST

Fall Wealth Management Intern

Sacramento, CA · On-site

$17 - $24/hr

This position will be trained in different aspects of financial planning and wealth management. Hands-on learning starts day one in this fast-paced environment. The intern will also be trained in ...

CAPTRUST

Fall Wealth Management Intern

Sacramento, CA · On-site

$17 - $24/hr

This position will be trained in different aspects of financial planning and wealth management. Hands-on learning starts day one in this fast-paced environment. The intern will also be trained in ...

UBS

Senior Wealth Strategy Associate

Chicago, IL · On-site

$60K - $90K/yr

About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...

UBS

Senior Wealth Strategy Associate

Westlake Village, CA · On-site

$90K - $140K/yr

... About us UBS is a leading and truly global wealth manager and the leading universal bank in ... Switzerland. We also provide diversified asset management solutions and focused investment banking ...

UBS

Intern

Tucson, AZ · On-site

$20/hr

About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...

UBS

Wealth strategy Associate

La Jolla, CA · On-site

$70K - $95K/yr

The team You'll be working in the UBS La Jolla, CA office as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals ...

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Flex Ubs Wealth Management Intern information

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How much do flex ubs wealth management intern jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for flex ubs wealth management intern in the United States is $19.38, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $21.63 per hour, depending on experience, location, and employer.

What is the difference between Flex Ubs Wealth Management Intern vs Ubs Wealth Management Associate?

AspectFlex Ubs Wealth Management InternUbs Wealth Management Associate
CredentialsTypically pursuing or have completed undergraduate degreeLikewise, often requires a bachelor's degree
Work EnvironmentInternship setting, learning-focused, temporaryFull-time, client-facing, more responsibility
Employer & Industry UsageInternship program within Ubs Wealth ManagementFull-time role within Ubs Wealth Management

The Flex Ubs Wealth Management Intern is a temporary, learning-focused position aimed at gaining industry experience, often during undergraduate studies. In contrast, the Ubs Wealth Management Associate is a full-time role with greater responsibilities, including client interactions and portfolio management. Both roles typically require similar educational backgrounds, but the associate position offers more in-depth industry engagement and career development opportunities.

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Flex Ubs Wealth Management Intern jobs near you

2027 Wealth Management Intern

Financial Synergies Wealth Advisors

Houston, TX

$20/hr

Part-time

Re-posted 6 days ago

Job description

The position of Wealth Management Intern (WMI) is an operational & client-facing role that will be focused on serving existing clients and assisting Financial Advisors in financial plan creation, client paperwork, note-taking, and various other tasks. The WMI will assist Financial Advisors in client meetings and will work closely with the Associate Financial Advisors to coordinate client paperwork and assist with back office tasks, as well as garner experience in trading and portfolio management. This is a two-month paid summer internship (from June 1st through July 31st) that will also be
verifiable for course credit if needed.


Our goal for the Wealth Management Intern is to get exposure to the various departments and roles within an independent wealth management firm. We hope that by the end of the internship, we will have a mutual understanding as to whether the WMI is a good match and if this position is a good fit for their career goals and objectives.


Office Hours are from 8am to 5pm daily, with an hour lunch break.


Client Service

  • Your primary objective is to observe, listen, and learn from the financial advisors.
  • Running financial planning & performance reporting software.
  • Taking detailed meeting notes.
  • Preparing necessary paperwork before the client meetings.
  • Following up with the client, as needed.


eMoney Advisor (Wealth-360)

  • Completing all eMoney
    online training sessions.
  • Creating and maintaining financial plans in eMoney.
  • Coordinating the onboarding of clients into the eMoney software.
  • Assisting in eMoney planning presentations.

Envestnet | Tamarac

  • Completing
    applicable sessions of Tamarac Advisor University online.
  • Creating various investment performance reports for client update meetings and quarterly statements.

Schwab Institutional & Fidelity WealthScape

  • Completing
    applicable sessions of Schwab Advisor University / Fidelity WealthScape.
  • Developing a familiarity with Schwab/Fidelity paperwork & online processes.
  • Account opening paperwork (physical & eSignature packets).
  • Money movement paperwork (wires, checks, journals, etc.).

Wealthbox CRM

  • Creating records in CRM such as Leads, Accounts, Contacts and Activities.
  • Completing & assigning action items and tasks.
  • Logging phone call and meeting notes.
  • Running dialogs and workflows.
  • Taking on other data management projects, as needed.


Special Projects

  • You will have a chance to sum up your experience with special projects that you will work on throughout the internship.
  • Present project findings individually and as a team to the various teams and Leadership upon completion.

Apply