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

As of Aug 24, 2026, the average hourly pay for private wealth management intern in the United States is $18.84, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.47 per hour, depending on experience, location, and employer.

What does a Private Wealth Management Intern do?

A Private Wealth Management Intern supports financial advisors and wealth managers in serving high-net-worth clients. Their responsibilities typically include conducting financial research, preparing client reports, assisting with portfolio analysis, and helping with administrative tasks. Interns gain exposure to investment strategies, client relationship management, and the operations of a wealth management firm. This role provides valuable hands-on experience and insights into the finance industry, particularly in advising and managing the assets of affluent individuals.

What types of projects and responsibilities can a Private Wealth Management Intern expect during their internship?

As a Private Wealth Management Intern, you can expect to assist with client portfolio analysis, research investment opportunities, and support relationship managers with meeting preparation and client communications. Interns often work closely with both senior advisors and analysts, gaining exposure to financial planning, market trends, and customized investment strategies. You may also participate in internal meetings, help prepare reports, and contribute to team projects, which provides valuable insight into the daily operations and client interactions essential to the wealth management field.

What are the key skills and qualifications needed to thrive as a Private Wealth Management Intern, and why are they important?

To thrive as a Private Wealth Management Intern, you need a strong foundation in finance, economics, and analytical skills, often supported by coursework or progress towards a related degree. Familiarity with financial analysis tools like Excel, Bloomberg Terminal, and CRM systems is typically expected. Strong communication, attention to detail, and the ability to handle confidential information distinguish top candidates in this role. These skills and qualities are crucial for supporting client advisory teams and ensuring accurate, high-quality service in a trust-based environment.

What is the difference between Private Wealth Management Intern vs Financial Advisor Intern?

AspectPrivate Wealth Management InternFinancial Advisor Intern
CredentialsTypically pursuing finance, economics, or related degrees; some may have certifications like CFP in progressSimilar educational background; certifications like CFP may be relevant
Work EnvironmentInternships at private banks, wealth management firms, or financial institutions; client-facing and research tasksInternships at financial advisory firms, banks, or investment firms; focus on client support and market analysis
Employer & IndustryPrivate wealth management firms, private banks, high-net-worth client servicesFinancial advisory firms, banks, investment firms serving individual clients

Both roles involve supporting financial planning and client service in the wealth management industry. The main difference lies in the specific focus: Private Wealth Management Interns typically work within private banking environments serving high-net-worth clients, while Financial Advisor Interns may have a broader client base. Both positions provide valuable experience in finance, client interaction, and investment research.

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Private Wealth Management Intern jobs near you
Infographic showing various Private Wealth Management Intern job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $39,193 per year, or $18.8 per hour.

Private Wealth Management Intern (Summer 2027)

Little Rock, AR • On-site

Stephens
See more jobs at Stephensexternal

$17 - $22.25/hr

Full-time

Posted 7 days ago

Job description

ABOUT STEPHENSWe are a privately-held, family-owned investment firm. Our sophisticated intellectual capital coupled with deep financial experience means we invest with our client's goals in mind. We offer a unique blend of investment management and wealth planning solutions as well as access to resources and guidance from our experienced professionals. In addition to private wealth management, Stephens provides investment banking services, fixed income and equities trading and sales, insurance and risk management, public finance and private capital. We have a national presence with strategic locations across the U.S. and in Europe.
ESSENTIAL DUTIES AND RESPONSIBILITIESStephens Intern Program is specifically designed to provide you with an in-depth view of what it is like to be a Financial Consultant. During the program, you are fully immersed in our culture and with our experienced Private Wealth Management support team that is dedicated to business development and the growth of the department as well as working one-on-one with other Financial Consultants. These tasks include:
  • Analyze data and develop solutions within Stephens' platforms
  • Assist the Products & Services Team using research and analytical tools to create spreadsheets, reports and presentations
  • Support the Wealth Planning & Strategy Team with retirement, estate and insurance planning
  • Gain experience with investment vehicles, regulatory oversight, investor education and compliance standards
  • Learn the fundamentals of client relationship development, effective communication and customized wealth management strategies
  • Pass FINRA SIE

EDUCATIONCollege Junior or Senior in Business, Finance, Accounting or related field preferred. Graduate students in Business, Finance, Accounting or related field are welcome to apply.
KNOWLEDGE, SKILLS & ABILITIES
  • A strong academic record
  • Microsoft Excel proficiency
  • A collaborative work ethic
  • Basic understanding of financial markets and investment solutions

UPLOAD COVER LETTER AND RESUME
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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