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Internship Wealth Management Summer Jobs (NOW HIRING)

KEATING

Wealth Management Internship

Manhattan, KS · On-site

$15/hr

The Keating Wealth Management Internr Internship Program is designed to provide practical exposure to financial planning, advisor workflows, and client service environments to support the ...

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Internship Wealth Management Summer information

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

As of Jul 27, 2026, the average hourly pay for internship wealth management summer in the United States is $16.47, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $17.31 per hour, depending on experience, location, and employer.

What are Internship Wealth Management Summer positions?

Internship Wealth Management Summer positions are temporary roles, typically lasting 8 to 10 weeks during the summer, offered by financial institutions to undergraduate or graduate students interested in wealth management. Interns work alongside experienced advisors to gain hands-on experience in financial planning, investment strategies, portfolio management, and client relationship building. These internships provide valuable exposure to the financial industry, networking opportunities, and a potential pathway to full-time employment after graduation.

What are the key skills and qualifications needed to thrive as an Internship Wealth Management Summer associate, and why are they important?

To thrive as an Internship Wealth Management Summer associate, you typically need a solid understanding of finance, strong analytical skills, and enrollment in a relevant degree program such as finance, economics, or business. Familiarity with financial modeling tools, Excel, and client management systems is also important. Excellent communication, attention to detail, and teamwork are standout soft skills for building client relationships and collaborating with colleagues. These abilities are vital for delivering quality client service, supporting advisors, and gaining practical experience in a competitive industry.

What types of projects and responsibilities can I expect during a Wealth Management Summer Internship?

During a Wealth Management Summer Internship, you can expect to work on a variety of projects such as assisting with client portfolio analysis, conducting market research, preparing presentation materials, and supporting financial advisors with client meetings. Interns often collaborate closely with team members, gaining exposure to both investment strategies and client relationship management. This hands-on experience helps you develop technical skills, an understanding of financial products, and insights into the day-to-day operations of a wealth management team. The environment is typically fast-paced, and interns are encouraged to ask questions and actively participate in team discussions.

What is the difference between Internship Wealth Management Summer vs Wealth Advisor Intern?

AspectInternship Wealth Management SummerWealth Advisor Intern
Required CredentialsHigh school diploma or ongoing college courseworkHigh school diploma or college coursework; some firms prefer finance or related majors
Work EnvironmentTemporary, educational setting within financial firmsSimilar; part-time or summer internship in financial advisory firms
Employer & Industry UsageCommon for financial services firms offering summer programsUsed interchangeably in firms for entry-level internship roles

The Internship Wealth Management Summer and Wealth Advisor Intern roles are similar entry-level internships in financial services. Both focus on providing exposure to wealth management, client interaction, and financial analysis. The main difference lies in terminology used by firms; 'Wealth Advisor Intern' may imply a slightly more client-facing role, but both serve as valuable stepping stones into a career in wealth management.

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What cities are hiring for Internship Wealth Management Summer jobs? Cities with the most Internship Wealth Management Summer job openings:
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Internship Wealth Management Summer jobs near you
Infographic showing various Internship Wealth Management Summer job openings in the United States as of July 2026, with employment types broken down into 3% Internship, 73% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution, with an average salary of $34,261 per year, or $16.5 per hour.
Paid Internship -- Wealth Management

Paid Internship -- Wealth Management

Avion Wealth

Spring, TX • On-site

$18 - $22/hr

Temporary

Posted 3 days ago

Job description

Paid Internship -- Wealth Management Avion Wealth, LLC | The Woodlands, TX Term: Fall 2026 / Winter 2026 (In-Person)


Avion Wealth is a boutique wealth management firm serving affluent families, business owners, and C-suite executives from our office in The Woodlands, Texas. We are accepting applications for a highly selective paid internship designed for students who are serious about a career in financial planning and wealth management, and who want their first professional chapter to reflect the quality of the work they intend to do for a lifetime.


This is not an observational role. Interns at Avion contribute to live client work, operational initiatives, and the firm's ongoing technology and artificial intelligence efforts. You will be expected to think critically, execute with precision, and hold yourself to the same professional standards as every credentialed member of our team.


The Experience

Over the course of the internship, you will be exposed to the full lifecycle of independent wealth management, including:

  • Attending and contributing to client meetings, including planning, review, and Discovery engagements
  • Supporting the development of financial planning deliverables for high-net-worth households
  • Learning the mechanics of custodial platforms, trading operations, and account servicing
  • Assisting with the firm's AI and technology initiatives, which may include workflow design, research automation, prompt development, and evaluation of emerging tools
  • Participating in operational improvement projects across CRM, planning, and client service functions
  • Gaining exposure to business development and client relationship management
  • Optionally developing a capstone project rooted in your internship work, suitable for submission to your academic program

Tools You May Work Within

Salesforce, Microsoft 365, Box, MoneyGuidePro, Holistiplan, Riskalyze, Process Street, and Claude, among others. Prior experience with any of these is welcomed but not required.


Who We Are Looking For

We are seeking juniors, seniors, and graduate students from financial planning, finance, economics, accounting, data analytics, computer science, management information systems, or adjacent programs. Candidates should demonstrate:

  • A record of academic excellence and intellectual curiosity
  • Strong written and verbal communication
  • Meticulous attention to detail and follow-through
  • Sound judgment, discretion, and professional maturity appropriate to a fiduciary environment
  • Comfort with technology and a genuine interest in how AI is reshaping professional services
  • Integrity without compromise

Technical fluency in Excel, familiarity with large language models, data visualization, or financial planning software is considered a plus but is not required.


Logistics

  • Location: In-person, The Woodlands, TX. Remote and hybrid arrangements are not available.
  • Hours: 20 to 40 hours per week, with scheduling flexibility around academic commitments
  • Compensation: $18 to $22 per hour, commensurate with experience and qualifications
  • Start and End Dates: Flexible, aligned to the candidate's academic calendar

Application Process

Applications will be accepted from June 23 through July 26, 2026, exclusively through our applicant tracking system at Discovered.ai. Selected candidates will be invited to complete a brief one-way video interview, followed by in-person interviews held throughout end of July/ August 2026. All correspondence and scheduling will be coordinated by Tara Wazir Farjo, Internship Director.


To apply, please submit:

  1. Current resume relevant coursework

Learn more about the firm at www.avionwealth.com.


Avion Wealth, LLC is an SEC-registered investment adviser and an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Registration with the SEC does not imply a certain level of skill or training.