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Private Wealth Management Internship information

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$21.5K

$65.9K

$159K

How much do private wealth management internship jobs pay per year?

As of Sep 12, 2026, the average yearly pay for private wealth management internship in the United States is $65,891.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,500.00 and $72,000.00 per year, depending on experience, location, and employer.

What is a private wealth management internship?

A Private Wealth Management Internship is a temporary position, typically for students or recent graduates, that provides hands-on experience in assisting high-net-worth individuals or families manage their financial assets. Interns in this role learn about investment strategies, portfolio management, client relationship building, and financial planning. They often work closely with experienced wealth managers, gaining exposure to real-world financial decisions and market analysis. This internship is valuable for those interested in a career in finance, particularly in wealth management or private banking.

What do I do during a private wealth management internship?

As a Private Wealth Management intern, you'll typically assist with client portfolio analysis, conduct market research, and support relationship managers in preparing client presentations. Interns often participate in team meetings, learn about investment products, and help with administrative tasks related to account management. This hands-on exposure helps interns understand the intricacies of wealth management and develop foundational skills in finance, client service, and teamwork. You'll also have opportunities to network with experienced professionals and gain insights into potential career paths within the industry.

What skills and qualifications are needed for a private wealth management internship?

To thrive as a Private Wealth Management Intern, you need a solid understanding of finance, investment principles, and analytical skills, typically supported by coursework in finance, economics, or related fields. Familiarity with financial modeling tools, Microsoft Excel, and customer relationship management (CRM) systems is often required. Strong interpersonal skills, attention to detail, and a proactive attitude help interns build client trust and support senior advisors effectively. These qualities are crucial for delivering high-quality financial analysis, fostering client relationships, and ensuring successful team collaboration in a competitive environment.

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

AspectPrivate Wealth Management InternshipFinancial Advisor Intern
CredentialsTypically pursuing finance, economics, or related degrees; some firms may require certifications like CFP or CFASimilar educational background; certifications like CFP or CFA are advantageous but not mandatory
Work EnvironmentInternships are usually in private banks, wealth management firms, or financial advisory firms; involve client research, portfolio analysis, and support tasksSimilar settings; focus on assisting financial advisors with client meetings, research, and administrative support
Employer & Industry UsageCommonly offered by private banks, wealth management firms, and financial advisory companiesUsed interchangeably in firms offering financial planning and wealth management services

Both roles involve supporting financial professionals in managing client portfolios and require similar educational backgrounds. The main difference lies in the job title used by firms, but the responsibilities and work environment are quite comparable, making them often searched together by aspiring finance interns.

Is it hard to get a private wealth management internship?

Securing a private wealth management internship can be competitive, often requiring strong academic performance, relevant coursework, and interpersonal skills. Candidates with prior finance experience, certifications like the CFA Level I, or proficiency in financial analysis tools may have an advantage, but the application process typically involves multiple interviews and assessments.

What do you do as a private wealth management internship?

A private wealth management internship involves supporting financial advisors in managing high-net-worth clients' investment portfolios, conducting research, preparing financial plans, and assisting with client communications. Interns gain exposure to financial analysis, estate planning, and investment strategies while developing relevant skills and industry knowledge. The role often requires strong analytical abilities, attention to detail, and familiarity with financial tools and software.

What cities are hiring for Private Wealth Management Internship jobs?

Cities with the most Private Wealth Management Internship job openings:

What are the most commonly searched types of Private Wealth Management jobs?

The most popular types of Private Wealth Management jobs are:

What states have the most Private Wealth Management Internship jobs?

States with the most job openings for Private Wealth Management Internship jobs include:

Private Wealth Management Internship jobs near you
Infographic showing various Private Wealth Management Internship 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 $65,891 per year, or $31.7 per hour.

Summer Analyst - Private Wealth Management Internship

Highland Park, TX • On-site

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

$14.25 - $17/hr

Temporary, Internship

Posted 12 days ago

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.

NO AGENCIES PLEASE

No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. 

Tolleson Wealth Management is an Equal Opportunity Employer