ZipRecruiter

Log In

1

Intern Envestnet Jobs (NOW HIRING)

All Jobsinternship JobsTechnology JobsInformation Technology JobsIntern Envestnet Jobs

Intern Envestnet information

See salary details

$8

$17

$24

How much do intern envestnet jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for intern envestnet in the United States is $17.04, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.23 per hour, depending on experience, location, and employer.

What does an intern at Envestnet do?

An Intern at Envestnet typically supports various teams by assisting with data analysis, research, project management, and administrative tasks. Interns gain exposure to financial technology, investment management solutions, and the company's software platforms. They work closely with professionals to learn about the industry, contribute to real projects, and develop valuable skills for future careers in finance or technology.

What skills and qualifications are needed to thrive as an intern at Envestnet?

To succeed as an Intern at Envestnet, a strong foundation in finance, data analysis, and problem-solving is essential, typically supported by relevant coursework or a degree in business, finance, computer science, or related fields. Familiarity with tools such as Microsoft Excel, PowerPoint, and possibly programming languages like Python or SQL, as well as exposure to financial software platforms, is often expected. Strong communication, teamwork, and adaptability help interns excel in collaborative, fast-paced environments. These competencies enable interns to contribute effectively to projects while gaining valuable industry experience and building a professional network.

What types of projects or tasks can an intern at Envestnet expect to work on during their internship?

As an Intern at Envestnet, you can expect to engage in a variety of projects that may include supporting data analysis, assisting with software development, contributing to client reports, or collaborating on process improvement initiatives. Interns often work closely with experienced team members, gaining exposure to real-world financial technology solutions and industry best practices. The environment encourages learning and professional growth, with opportunities to participate in team meetings, present findings, and receive feedback from mentors. This hands-on experience is designed to help interns build both technical and soft skills relevant to the fintech industry.

What cities are hiring for Intern Envestnet jobs?

Cities with the most Intern Envestnet job openings:

What are the most commonly searched types of Envestnet jobs?

The most popular types of Envestnet jobs are:

What states have the most Intern Envestnet jobs?

States with the most job openings for Intern Envestnet jobs include:

What job categories do people searching Intern Envestnet jobs look for?

The top searched job categories for Intern Envestnet jobs are:

Intern Envestnet jobs near you
Infographic showing various Intern Envestnet job openings in the United States as of August 2026, with employment types broken down into 17% Internship, 1% As Needed, 53% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $35,436 per year, or $17 per hour.

2027 Wealth Management Intern

Houston, TX • On-site

Financial Synergies Wealth Advisors
Finance and Insurance • 11 - 50 employees
Learn more about Financial Synergies Wealth Advisorsexternal

$20/hr

Part-time

Re-posted 9 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