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Intern Ubs Wealth Management Intern Jobs (NOW HIRING)

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

$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 ...

Be Ventures

Wealth Intern

Greensburg, KS · On-site

$13.25 - $17.50/hr

This position focuses on supporting the Wealth Associate and Wealth Manager through project-based work, administrative tasks, and operational assistance. The Wealth Intern serves as a flexible team ...

New

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 ...

New

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

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

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 ...

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Intern Ubs Wealth Management Intern information

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

As of Aug 14, 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.

2027 Wealth Management Intern

Financial Synergies Wealth Advisors

Houston, TX • On-site

$20/hr

Part-time

Re-posted 28 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