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Intern Ubs Wealth Management Intern Jobs (NOW HIRING)

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 ...

New

CAPTRUST

Wealth Management Intern

Phoenix, AZ · On-site

$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 ...

New

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 ...

New

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 ...

UBS

UGA Product Onboarding US Associate

New York, NY · On-site

$135K - $165K/yr

Your 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 ...

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

Intern

Baton Rouge, LA · 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

Intern

Canonsburg, PA · 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 ...

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

As of Aug 10, 2026, the average hourly pay for intern ubs wealth management intern 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 is the difference between Intern Ubs Wealth Management Intern vs Wealth Management Analyst Intern?

AspectIntern Ubs Wealth Management InternWealth Management Analyst Intern
Required CredentialsHigh school diploma or college student, some finance courseworkCollege student, finance or related major, some certifications preferred
Work EnvironmentBank branch or office, client-facingOffice setting, research and analysis focus
Employer & Industry UsageUBS, global banking and wealth managementFinancial firms, wealth management divisions
Common Search & ComparisonYesYes

The Intern Ubs Wealth Management Intern typically focuses on supporting client service and learning about wealth management at UBS, often with less emphasis on analysis. The Wealth Management Analyst Intern usually involves more research, financial analysis, and preparing investment strategies. Both roles are entry-level, but the Analyst Intern may require more specialized coursework or certifications. Understanding these differences helps candidates choose the role that best fits their skills and career goals.

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Intern Ubs Wealth Management Intern jobs near you
Infographic showing various Intern Ubs Wealth Management Intern job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $35,436 per year, or $17 per hour.

Wealth Management Intern

Legacy Advisors, LLC

Plymouth Meeting, PA

$17.50 - $23/hr

Full-time, Part-time, Internship

Posted 25 days ago

Job description

About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and financial planning for ultra-high-net-worth ($25M+) individuals and business owners. As an independent, fee-based firm, we are committed to helping our clients achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are always in order. The common trait they share is too little time to take care of the strategic and tactical planning needed to secure their financial objectives.
Position Summary: The Wealth Management Intern supports daily work across the firm, not within a single team. Most of the day-to-day tasks originate from Investment Operations such as reporting and portfolio administration, but the role also works directly with other departments as needs arise, giving the intern broad exposure to how investment decisions, operations, wealth planning and client service connect across the firm. This role offers hands-on experience in financial markets, investment products, and client services, with opportunities to gain insight into all areas of the firm.
**We are seeking candidates who are available for a Fall 2026 Internship and beyond, ideally with the ability to commit to a one-year engagement, including part time hours while attending school and full-time work during the Summer of 2027. Only local candidates will be considered.
Position Responsibilities:
Responsibilities span several areas of the firm and will shift over time as projects and firm priorities change. Below are the general areas the intern can expect to support:
Investment Operations amp; Reporting
  • Assist with client performance reporting, trade and cash activity monitoring, and periodic reports (e.g., transactions, cash flow, portfolio drift) that may carry investment implications.
Investment Advisory Support
  • Support Portfolio Managers with market research, manager meeting notes, and day-to-day client portfolio administration.
Firm-Wide Projects amp; Special Assignments
  • Contribute to firm-wide initiatives as they arise, which may include work with Wealth Planning, Client Service, Operations, or other teams depending on current priorities.
Specific tasks and projects will evolve throughout the internship based on the firm's needs. Interns should expect to work across multiple teams over the course of the engagement rather than a single, fixed set of duties.
Schedule amp; Commitment:
  • 10-15 hours per week while attending school, 30-35 hours per week during the Summer.
Background Requirements/Preferences:
  • Working towards a bachelor's degree in Finance, Business, or related field.
  • Familiarity with markets and investments – such as: Mutual Funds, Stocks amp; Bonds, and Alternative investments (Hedge Funds amp; Private Equity).
  • Proficiency in Word, Excel and Outlook.
  • Experience with Bloomberg and performance reporting software is a plus.
  • Organized, detail-oriented and able to multitask.
  • Excellent written and verbal communication skills.
  • Commitment to Legacy's Core Values of…
    • Client First
    • Work Hard
    • Excellence
    • Positive Attitude
    • Respect
    • Always Do the Right Thing

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