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Ubs Wealth Management Intern Jobs in Rochester, NY

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Ubs Wealth Management Intern information

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$9

$19

$36

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

As of Sep 3, 2026, the average hourly pay for ubs wealth management intern in Rochester, NY is $19.12, according to ZipRecruiter salary data. Most workers in this role earn between $14.23 and $21.35 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 Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $39,778 per year, or $19.1 per hour.

Intern, Financial Planning - Rochester, NY

Mariner

Rochester, NY • On-site

$15.25 - $19.75/hr

Internship

Posted 19 days ago

Job description

Job Summary:
The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands-on experience supporting advisors through client onboarding, meeting preparation, and the creation of financial plans, and delivery of exceptional client experience.
Essential Duties and Responsibilities:
• Support client onboarding by preparing and processing necessary paperwork.
• Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.
• Observe client meetings (where appropriate) to gain firsthand experience in how advisors build relationships and solve client challenges.
• Participate in client meeting follow-up tasks including documentation, research, and solution development.
• Contribute ideas during team discussions on improving client service and business development opportunities.
• Support client service activities, including account maintenance and money movement processes.
• Use financial planning and CRM software to assist with plan development and data management.
• Assist with data entry, plan modeling, and compiling plan deliverables.
• Collaborate with team members on special projects and client service initiatives.
Required Education and Experience:
• Pursuing a bachelor's or master's degree with an expected graduation date within 12 months of the start of the internship
• Demonstrated leadership experience through work or extracurricular activities
Preferred Education and Experience:
• Major in wealth management, financial planning, finance, or a related field.
• Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.
Skills:
• Strong customer service orientation.
• Excellent organizational and time management skills.
• Detail-oriented with solid analytical and problem-solving abilities.
• Comfortable contributing ideas in group settings.
• Clear and professional written and verbal communication.
• Ability to communicate complex topics in a simple, relatable way.
• Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations and decision-making.
• Proficient in Microsoft Word and Excel, with a willingness to learn financial planning tools and CRM systems.
Supervisory Responsibilities:
• None
Physical Demands/Requirements:
The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel Requirement:
None
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
EOE M/F/D/V

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