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

As of Sep 15, 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 September 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 82% Physical, 2% Hybrid, and 16% Remote job distribution, with an average salary of $39,193 per year, or $18.8 per hour.

Summer Analyst - Private Wealth Management Internship

Dallas, TX • On-site

Tolleson Wealth Management
Finance and Insurance • 51 - 200 employees
Learn more about Tolleson Wealth Managementexternal

$15 - $18/hr

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Private Wealth Management Intern | Summer 2027

Reports to: Assigned Mentor (with various additional team coaches throughout the summer program)

Duties And Responsibilities
  • Prepare financial analyses for various personal wealth management topics, including investments, estate planning, tax planning, debt management and insurance.
  • Complete rotational program by rotating through a minimum of three of the following teams:
    • Client Advisory Team – Learn the fundamentals of private wealth management and update client financial information (balance sheets, quarterly reporting information, reallocations, etc.) Complete various client‑specific projects such as real‑estate evaluations, private equity evaluations, personalized investment research, private aviation research, and other projects on an as‑needed basis.
    • Investment Team – Learn TWM’s investment strategies, review current and potential asset managers, compile and analyze historical financial data, and conduct quantitative and graphical analyses.
    • Philanthropy Team – Track and analyze historical client philanthropic giving, perform due diligence on charities of client interest, and learn fundamentals of charitable planning.
    • Trust Team – Learn essentials of trust administration and operations, including standard estate planning documents such as wills, trust agreements, and powers of attorney.
    • Private Banking Team – Learn about banking and lending needs for bank clients including mortgage loans, business loans, lines of credit, and deposit accounts.
Position Requirements
  • Must be an active Junior or Senior college student working towards a bachelor's degree in business, accounting or finance from an accredited university or college
  • Graduation date on or before May 2028
  • Minimum GPA of 3.3 (overall)
  • Strong financial analytical skills and understanding of basic financial concepts
  • Desire to learn and grow professionally in the personal wealth management/multi-family office business
  • Experience using Windows based software, including Microsoft Excel and PowerPoint
  • Availability to work 40 hours a week at our Dallas Highland Park office for the 10-week program
  • Deadline to apply is Wednesday, October 7, 2026*

The recruiting team will review resumes for the position beginning October 5th with offers expected to be sent out November 2026.

Tolleson Wealth Management is an Equal Opportunity Employer

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