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Intern Wealth Management Operations Jobs (NOW HIRING)

Seacoast Bank

Wealth Management Intern

Williston, FL

$16.25 - $21.25/hr

Seacoast Wealth Management will provide a wide scope of opportunities, as well as spending time ... Assists with problem solving to maintain operational excellence and platform stability. * Works ...

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Intern Wealth Management Operations information

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

As of Jul 9, 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 does a wealth management intern do?

A wealth management intern supports financial advisors by conducting research, preparing client reports, and assisting with portfolio analysis. They gain exposure to investment strategies, client communication, and financial planning tools during their internship. The role often involves learning about financial products and developing analytical skills in a professional environment.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, and certifications such as the CFP or CFA, along with a focus on wealth management and investment strategies.

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.

Is it hard to get a wealth management internship?

Securing a wealth management internship can be competitive, often requiring relevant coursework, strong academic performance, and interpersonal skills. Applicants typically need to demonstrate interest in finance, familiarity with financial tools, and sometimes prior experience or certifications like the Series 7 or 63 exams. Strong networking and a professional resume can also improve chances of acceptance.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Operations intern, $200,000 is generally sufficient to start investing or work with a financial advisor, as many advisors set minimum investment thresholds that can range from a few thousand to several hundred thousand dollars. The amount needed depends on the advisor's policies and the client's financial goals, but $200,000 provides a solid foundation for personalized financial planning and investment management. Interns should also develop skills in financial analysis and client communication to effectively support such services.
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 Consultant

Wealth Management Consultant

Cetera Financial Group, Inc.

Remote

$80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Cetera Financial Group rating

8.3

Company rating: 8.3 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

Job description


As a Wealth Management Consultant, you play a vital role in mentoring and supporting financial advisors who drive the success of our program, partnering with and providing tailored services to financial institutions, including banks and credit unions. You will provide guidance, mentorship and hands-on support, you equip advisors with the tools and insights needed to build strong, lasting relationships with financial institutions.
Serving as a trusted partner, you will mentor, coach, and support advisors through the full sales cycle, ensuring they effectively engage with financial institutions, foster meaningful connections, and seamlessly integrate wealth management solutions that drive success for both advisors and their institutional partners.
This role is fully remote (from West Coast) the successful candidate is required to be located in the western part of the country with the ability to travel to the west coast including Southern California, Washington and Oregon, as well as other locations in the west.
WHAT WILL YOU DO:
  • Serve as the primary owner of advisor relationships, guiding them through the Cetera value proposition experience across the advisor life cycle.
  • Develop and execute comprehensive financial sales cycle engagement plans, managing the sales funnel and pipeline from initial discovery to completion.
  • Drive organic growth, satisfaction, and retention of advisors by ensuring their successful implementation of Cetera's financial platforms, solutions, and coaching programs.
  • Lead strategic client segmentation efforts, identifying and prioritizing key financial institutions and advisor partnerships to optimize business opportunities.
  • Collaborate with business development, onboarding, and sales enablement teams to accelerate verified asset adoption within defined timeframes.
  • Actively facilitate advisor connections with subject matter experts to enhance investment solution adoption, financial planning strategies, and wealth management offerings.
  • Strengthening relationships with financial institutions and advisors through tailored coaching, providing strategic insights and best practices for long-term success.
  • Ensure seamless advisor support and resolution in partnership with the Service Escalation Specialist, reinforcing trust and efficiency in wealth management operations.

KEY COMPETENCIES:
  • Financial Sales Cycle Management
  • Strategic Client Segmentation
  • Relationship-Building with Financial Institutions
  • Coaching and Advisory Leadership
  • Sales Pipeline and Activity Management
  • Investment Solutions and Wealth Strategies

WHAT YOU WILL NEED TO HAVE:
  • Bachelor's degree in a relevant field.
  • Minimum of 5 years of experience in wealth management or banking, with a background as a
    Sr. Financial Advisor, Relationship Manager, Investment manager, Sale manager or Program manager.
  • Active FINRA licenses: Series 7, 66 (or 63 & 65), and/or 24.

Travel REQUIREMENTS
Up to 50% for Advisor Facing Engagements & Strategic Cetera Events
COMPENSATION:
The salary range for this role is $85,000 - $110,000, Variable Compensation which includes (Base Salary & Sales Incentive Commission Plan) Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to a skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to the cost of labor considerations.
About Us
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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