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Intern Wealth Management Operations Jobs (NOW HIRING)

C&N

Wealth Management Operations Manager

Wellsboro, PA · On-site

At C&N, we're seeking a Wealth Management Operations Manager to oversee the day-to-day operations of our Wealth Management division while supporting the delivery of exceptional service to clients and ...

Hilltop Holdings

Wealth Management Operations Clerk

Lubbock, TX · On-site

$15.25 - $18.25/hr

PlainsCapital Bank is seeking a Wealth Management Operations Clerk to provide basic support to the Wealth Management Operations and Wealth Management Administration departments. The support provided ...

UBS

Intern

Colorado Springs, CO · On-site

$20/hr

Your role Intern, Wealth Management Americas, Branch Office Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused ...

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

As of Aug 6, 2026, the average hourly pay for intern wealth management operations in the United States is $17.64, according to ZipRecruiter salary data. Most workers in this role earn between $14.66 and $19.23 per hour, depending on experience, location, and employer.

What is the difference between Intern Wealth Management Operations vs Intern Financial Planning?

AspectIntern Wealth Management OperationsIntern Financial Planning
Required CredentialsBasic finance or business coursework, some certifications optionalFinance, economics, or related coursework, certifications like CFP are less common at internship level
Work EnvironmentBack-office, administrative, supporting transaction processing and complianceClient-facing, advisory support, assisting in financial plan development
Employer & Industry UsageUsed across wealth management firms for operational supportUsed in financial advisory firms focusing on client financial planning

Intern Wealth Management Operations focuses on supporting the backend processes of wealth management, such as transaction processing and compliance, often in a back-office environment. In contrast, Intern Financial Planning involves assisting with client financial plans and may include more client interaction. Both roles are valuable entry points in the wealth management industry but differ in responsibilities and focus areas.

What cities are hiring for Intern Wealth Management Operations jobs? Cities with the most Intern Wealth Management Operations job openings:
What are the most commonly searched types of Wealth Management Operations jobs? The most popular types of Wealth Management Operations jobs are:
What states have the most Intern Wealth Management Operations jobs? States with the most job openings for Intern Wealth Management Operations jobs include:
Intern Wealth Management Operations jobs near you

Wealth Management Operations Intern

washingtontrust

Westerly, RI • On-site

$39K - $41K/yr

Other

Posted 9 days ago

Job description

Are you interested in gaining hands-on experience in the financial services industry while working alongside experienced professionals? The Washington Trust Company is excited to offer a full-time paid internship opportunity in Wealth Management Operations.  This position will support the daily activities of our Wealth Management Operations team, helping to ensure the efficient processing of client transactions, account maintenance, reporting, and operational workflows.  This internship will provide a unique opportunity to gain exposure to the functions that support exceptional client service and the delivery of wealth management solutions while building valuable skills in a dynamic and collaborative environment. 

Job Summary & Responsibilities: 

The internship will provide the unique opportunity to:

  • Immerse yourself in the daily responsibilities, projects, and initiatives of the department
  • Collaborate with seasoned professionals
  • Interact with team members and senior leadership
  • Gain on-the-job exposure to different areas of the business
  • Engage in a variety of training topics and opportunities
  • Provide clerical and administrative support to Wealth Management Operations

Qualifications:

  • College graduate, or pursuing a degree, in Finance, Accounting, or similar business-related field
  • Proficient in Microsoft Office products (especially Excel)
  • Excellent organizational skills
  • Strong language/communication skills
  • Desire to gain experience from Wealth Management focused learning opportunities
  • Must be available full-time (40 hours/week during business hours)
  • Must have reliable transportation to Westerly, Rhode Island (this is an on-site internship)

Compensation & Benefits:  The good-faith estimated base salary range for this position is $39,520 - $41,600 annually. Actual compensation will be based on factors including experience, skills, certifications, education, and training.

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