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

As of Aug 9, 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 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 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 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.

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.
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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, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $39,193 per year, or $18.8 per hour.

Wealth Management Intern

Legacy Advisors, LLC

Plymouth Meeting, PA

$17.50 - $23/hr

Full-time, Part-time, Internship

Posted 23 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

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