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Ubs Wealth Management Intern Jobs (NOW HIRING)

UBS

UGA Product Onboarding US Associate

New York, NY · On-site

$135K - $165K/yr

The team UGA provides alternative investment solutions for high-net-worth clients of UBS Wealth Management US. WM US Alternative Investments business has over $90 billion in assets under control ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ · On-site

$13.75 - $18.25/hr

CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office. This internship provide exposure to the inner-workings of a wealth management firm with a robust tax ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ · On-site

$15 - $19.75/hr

CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office. This internship provide exposure to the inner-workings of a wealth management firm with a robust tax ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ · On-site

$13.75 - $18.25/hr

CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office. This internship provide exposure to the inner-workings of a wealth management firm with a robust tax ...

UBS

Intern

Colorado Springs, CO · On-site

$20/hr

Key responsibilities Intern, Wealth Management Americas, Branch Office Are you a motivated self ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...

CAPTRUST

Fall Wealth Management Intern

Sacramento, CA · On-site

$17 - $24/hr

This position will be trained in different aspects of financial planning and wealth management. Hands-on learning starts day one in this fast-paced environment. The intern will also be trained in ...

UBS

Senior Wealth Strategy Associate

Chicago, IL · On-site

$60K - $90K/yr

About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...

UBS

Senior Wealth Strategy Associate

Westlake Village, CA · On-site

$90K - $140K/yr

... About us UBS is a leading and truly global wealth manager and the leading universal bank in ... Switzerland. We also provide diversified asset management solutions and focused investment banking ...

UBS

Wealth strategy Associate

La Jolla, CA · On-site

$70K - $95K/yr

The team You'll be working in the UBS La Jolla, CA office as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals ...

UBS

Intern

Baton Rouge, LA · On-site

$20/hr

About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...

UBS

Senior Wealth Strategy Associate

New York, NY · On-site

$100K - $140K/yr

... fund management, Quantitative Analysis Join us At UBS, we know that it's our people, with their ... The team You'll be working as part of Wealth Management Americas. We help high net worth and ultra ...

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Ubs Wealth Management Intern information

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

As of Aug 28, 2026, the average hourly pay for ubs wealth management intern in the United States is $19.38, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $21.63 per hour, depending on experience, location, and employer.

What is a UBS Wealth Management Intern?

A UBS Wealth Management Intern supports financial advisors in delivering investment solutions and wealth management strategies for clients. Responsibilities may include market research, portfolio analysis, financial modeling, and assisting with client presentations. Interns gain exposure to various financial products, risk management techniques, and relationship management skills. This role provides hands-on experience in the financial services industry and serves as a foundation for a career in wealth management.

What do UBS Wealth Management Interns do?

As a UBS Wealth Management Intern, you can expect to assist relationship managers with preparing client presentations, conducting market and investment research, and supporting the onboarding process for new clients. You'll have the opportunity to analyze portfolio performance, help create investment proposals, and participate in team meetings to gain insight into client interactions and strategic planning. Collaboration with various departments, including compliance and product specialists, is common, providing a well-rounded understanding of the wealth management process. These tasks will offer you valuable industry exposure and practical skills development, preparing you for potential long-term opportunities in financial services.

What skills and qualifications are needed to thrive as a UBS Wealth Management Intern?

To thrive as a UBS Wealth Management Intern, a solid grasp of financial principles, analytical thinking, and strong academic performance in finance, economics, or related fields are essential. Proficiency with Excel, Bloomberg Terminal, and financial modeling tools is often expected, while coursework or certifications such as CFA Level I can be advantageous. Outstanding communication, attention to detail, and a proactive attitude help interns build relationships with clients and team members. These skills and qualities are vital for effectively supporting wealth management professionals, learning industry best practices, and making a positive impression for potential future roles.

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Ubs Wealth Management Intern jobs near you
Infographic showing various Ubs 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 $40,304 per year, or $19.4 per hour.

2027 Wealth Management Intern

Houston, TX • On-site

Financial Synergies Wealth Advisors
Finance and Insurance • 11 - 50 employees
Learn more about Financial Synergies Wealth Advisorsexternal

$20/hr

Part-time

Re-posted 12 days ago

Job description

The position of Wealth Management Intern (WMI) is an operational & client-facing role that will be focused on serving existing clients and assisting Financial Advisors in financial plan creation, client paperwork, note-taking, and various other tasks. The WMI will assist Financial Advisors in client meetings and will work closely with the Associate Financial Advisors to coordinate client paperwork and assist with back office tasks, as well as garner experience in trading and portfolio management. This is a two-month paid summer internship (from June 1st through July 31st) that will also be
verifiable for course credit if needed.


Our goal for the Wealth Management Intern is to get exposure to the various departments and roles within an independent wealth management firm. We hope that by the end of the internship, we will have a mutual understanding as to whether the WMI is a good match and if this position is a good fit for their career goals and objectives.


Office Hours are from 8am to 5pm daily, with an hour lunch break.


Client Service

  • Your primary objective is to observe, listen, and learn from the financial advisors.
  • Running financial planning & performance reporting software.
  • Taking detailed meeting notes.
  • Preparing necessary paperwork before the client meetings.
  • Following up with the client, as needed.


eMoney Advisor (Wealth-360)

  • Completing all eMoney
    online training sessions.
  • Creating and maintaining financial plans in eMoney.
  • Coordinating the onboarding of clients into the eMoney software.
  • Assisting in eMoney planning presentations.

Envestnet | Tamarac

  • Completing
    applicable sessions of Tamarac Advisor University online.
  • Creating various investment performance reports for client update meetings and quarterly statements.

Schwab Institutional & Fidelity WealthScape

  • Completing
    applicable sessions of Schwab Advisor University / Fidelity WealthScape.
  • Developing a familiarity with Schwab/Fidelity paperwork & online processes.
  • Account opening paperwork (physical & eSignature packets).
  • Money movement paperwork (wires, checks, journals, etc.).

Wealthbox CRM

  • Creating records in CRM such as Leads, Accounts, Contacts and Activities.
  • Completing & assigning action items and tasks.
  • Logging phone call and meeting notes.
  • Running dialogs and workflows.
  • Taking on other data management projects, as needed.


Special Projects

  • You will have a chance to sum up your experience with special projects that you will work on throughout the internship.
  • Present project findings individually and as a team to the various teams and Leadership upon completion.

Apply