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Internship Wealth Management Summer Jobs (NOW HIRING)

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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 30, 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.

More about Internship Wealth Management Summer jobs
What cities are hiring for Internship Wealth Management Summer jobs? Cities with the most Internship Wealth Management Summer job openings:
What states have the most Internship Wealth Management Summer jobs? States with the most job openings for Internship Wealth Management Summer jobs include:
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.

Wealth Intern (Fall 2026)

DBHW Wealth Partners

South Milwaukee, WI โ€ข On-site

$18 - $22/hr

Full-time, Internship

Posted 17 days ago


Job description

About DBHW Wealth Partners
DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.
Meet our team: https://www.dbhwwealthpartners.com/our-team
Hours: 16 - 40 hours per week
What You'll Do: As a Wealth Management Summer Intern, you will:
  • Work alongside experienced financial advisors and support teams to understand client needs and develop tailored financial solutions.
  • Assist in preparing financial plans, investment strategies, and client presentations.
  • Perform market research and analysis to identify trends and opportunities.
  • Gain exposure to the day-to-day operations of wealth management.
  • Collaborate on special projects aimed at improving client experience and operational efficiency.
  • Work on transitioning the department into new technology and help with data hygiene.

Who You Are: We are seeking motivated and detail-oriented students who are:
  • Pursuing a bachelor's degree in Finance, Economics, Business, or a related field.
  • Previous wealth management internship experience.
  • Junior (rising senior) or Senior year students with strong academic standing.
  • Proficient in Microsoft Office Suite, particularly Excel, and eager to learn financial modeling tools.
  • Strong communicators with excellent analytical and problem-solving skills.
  • Enthusiastic about delivering excellent service and learning in a professional environment.

What We Offer:
  • Competitive pay within the national average.
  • A supportive and inclusive company culture.
  • Networking opportunities with industry professionals.
  • Hands-on experience and mentorship to prepare you for a career in wealth management.
  • Potential for future full-time opportunities based on performance and business needs.

DBHW Wealth Partners is an Equal Opportunity Employer
The pay range for this role is:
18 - 22 USD per hour (South Milwaukee)