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Internship Wealth Management Operations Jobs (NOW HIRING)

CAPTRUST

Wealth Management Intern

Phoenix, AZ · On-site

$13.75 - $18.25/hr

This internship provide exposure to the inner-workings of a wealth management firm with a robust ... operational business planning * Accepts and applies coaching and feedback * Support the client ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ

$13.75 - $18.25/hr

This internship provide exposure to the inner-workings of a wealth management firm with a robust ... operational business planning * Accepts and applies coaching and feedback * Support the client ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ

$15 - $19.75/hr

This internship provide exposure to the inner-workings of a wealth management firm with a robust ... operational business planning * Accepts and applies coaching and feedback * Support the client ...

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

As of Aug 19, 2026, the average hourly pay for internship 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 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 cities are hiring for Internship Wealth Management Operations jobs?

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What are the most commonly searched types of Wealth Management Operations jobs?

The most popular types of Wealth Management Operations jobs are:

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Internship Wealth Management Operations jobs near you

Wealth Management Intern

Legacy Advisors, LLC

Plymouth Meeting, PA

$17.50 - $23/hr

Full-time, Part-time, Internship

Re-posted 3 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

Apply