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Internship Wealth Management Operations Jobs in Florida

Zinnia Wealth Management

Director of Operations

Ocala, FL · On-site

$65K - $75K/yr

Welcome to Zinnia Wealth Management, where we believe in cultivating lasting financial well-being ... We're searching for a dynamic and experienced Director of Operations to join our dedicated team and ...

Amerantbank

Wealth Management Advisor

Miami, FL · On-site

The Wealth Management Advisor / IC maintains a highly dedicated professional relationship with each ... and operations manual. * WA-IC follow-up account opening process and initial funding. * WA-IC ...

Amerant Bank

Wealth Management Advisor

Coral Gables, FL · On-site

The Wealth Management Advisor / IC maintains a highly dedicated professional relationship with each ... operations manual. WA-IC follow-up account opening process and initial funding. WA-IC provides ...

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Internship Wealth Management Operations information

What do you do in a wealth management internship?

A wealth management internship involves supporting financial advisors by conducting research, preparing client reports, and assisting with portfolio analysis. Interns often gain experience with financial tools, client communication, and compliance procedures while learning about investment strategies and wealth planning. The role provides practical exposure to the operations side of wealth management firms.

Is it hard to get an internship in wealth management operations?

Internships in wealth management operations can be competitive, often requiring relevant coursework, strong analytical skills, and familiarity with financial tools like Excel or CRM systems. Candidates with prior finance or client service experience and good communication skills tend to have better chances of securing these internships.

What is the difference between Internship Wealth Management Operations vs Wealth Management Analyst?

AspectInternship Wealth Management OperationsWealth Management Analyst
CredentialsTypically pursuing or recent graduate, no certification requiredBachelor's degree often required; certifications like CFA are a plus
Work EnvironmentInternship setting, learning-focused, supporting daily operationsFull-time role, analytical, client-focused, strategic planning
Employer & Industry UsageFinancial firms, banks, wealth management companiesFinancial advisory firms, private banks, investment firms

Internship Wealth Management Operations roles are entry-level, learning-focused positions supporting daily operational tasks. Wealth Management Analysts are more advanced, performing detailed analysis and client advisory work. Internships serve as a stepping stone to analyst roles, which require more experience and credentials.

What are the most commonly searched types of Wealth Management Operations jobs in Florida? The most popular types of Wealth Management Operations jobs in Florida are:
What cities in Florida are hiring for Internship Wealth Management Operations jobs? Cities in Florida with the most Internship Wealth Management Operations job openings:
Internship Wealth Management Operations jobs near you
Infographic showing various Internship Wealth Management Operations job openings in Florida as of August 2026, with employment types broken down into 86% Full Time, and 14% Contract. Highlights an 100% In-person job distribution.

Registered Wealth Management Client Associate

Bank of America

Naples, FL • On-site

Full-time

Re-posted 15 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 526 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Position Overview:
The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.
Specific responsibilities include, but are not limited to:
  • Work with highly affluent clients
  • Lead end-to-end onboarding and maintenance activities for new and existing clients.
  • Provide products and services to each client, working with cross line of business partners
  • Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
  • Act as a key team member leading our clients' digital experience with the firm
  • Create ease of access and interaction, while protecting their privacy and security
  • Find opportunities to innovate every day

Key Qualifications for the role:
  • Candidates are required to currently hold Series 7 & 66 or 63/65
  • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
  • Product Knowledge: Foundational knowledge of investment and banking products
  • Energetic individual that is self-motivated, coachable, and flexible in thought
  • Enjoys a fast-paced environment with changing and evolving responsibility
  • Detail oriented
  • Invested in personal development
  • Consistently pursues client experience excellence
  • Works quickly to fulfill client needs delivering complex solutions
  • Frequent communication, and an abundance of discretion with sensitive information
  • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
  • Professional verbal and written communication

Shift:
1st shift (United States of America)
Hours Per Week:
37.5

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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