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Wealth Management Intern Jobs (NOW HIRING)

Royal Bank of Canada

Wealth Management Intern

Boulder, CO · On-site

$20/hr

WEALTH MANAGEMENT Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2026-06-04 Application Deadline: 2026-07-31 Note : Applications will be accepted until 11:59 PM on the day prior ...

Royal Bank of Canada

Wealth Management Intern

Boulder, CO · On-site

$20/hr

WEALTH MANAGEMENT Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2026-06-04 Application Deadline: 2026-07-31 Note : Applications will be accepted until 11:59 PM on the day prior ...

Rbc

Wealth Management Intern

Boulder, CO · On-site

$20/hr

WEALTH MANAGEMENT Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2026-06-04 Application Deadline: 2026-07-31 Note : Applications will be accepted until 11:59 PM on the day prior ...

Vertis Wealth

Intern Paid - Part Time

Chicago, IL · On-site

$15.50 - $21/hr

Vertis Wealth is seeking a motivated and detail-oriented Intern to join our team. This role offers hands-on experience in a dynamic, client-focused wealth management firm. The Intern will support all ...

Vertis Wealth

Intern Paid - Part Time

Chicago, IL · On-site

$20/hr

Vertis Wealth is seeking a motivated and detail-oriented Intern to join our team. This role offers hands-on experience in a dynamic, client-focused wealth management firm. The Intern will support all ...

Vertis Wealth

Intern Paid - Part Time

Chicago, IL · On-site

$15.50 - $21/hr

Salary: 20 Vertis Wealth is seeking a motivated and detail-oriented Intern to join our team. This role offers hands-on experience in a dynamic, client-focused wealth management firm. The Intern will ...

The Buckle, Inc.

Sales and Management Intern

Sterling, CO · On-site +1

$15.16 - $17/hr

Summary The Sales and Management Intern position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

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How much do wealth management intern jobs pay per hour?

As of Aug 2, 2026, the average hourly pay for wealth management intern in the United States is $17.04, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.23 per hour, depending on experience, location, and employer.

What do you do as a wealth management intern?

A wealth management intern assists financial advisors by conducting research, preparing client reports, and supporting investment analysis. They gain experience in financial planning, client communication, and may use tools like CRM software and financial modeling programs during their internship.

What types of projects and responsibilities can a Wealth Management Intern expect to handle during their internship?

As a Wealth Management Intern, you can expect to support financial advisors with tasks such as conducting market research, preparing client presentations, and assisting with portfolio analysis. You may also help with administrative duties, data entry, and monitoring client accounts. Interns often participate in team meetings and may have the opportunity to shadow client interactions, gaining firsthand insight into relationship management. This role offers a valuable overview of daily operations in a wealth management firm and a chance to develop both technical and interpersonal skills.

How much do JP Morgan wealth management interns make?

Wealth management interns at JP Morgan typically earn between $20 and $30 per hour, depending on location and experience. Interns often work full-time during the summer and may receive additional benefits or stipends based on the program.

Is 20 an hour good for an intern?

For a Wealth Management Intern, $20 an hour is generally considered above average for internship pay, which often ranges from minimum wage to around $15 per hour depending on location and company. Interns may also gain valuable experience and networking opportunities that complement compensation. However, pay can vary based on geographic region, company size, and the intern's level of education or prior experience.

Is it hard to get a wealth management internship?

Securing a wealth management internship can be competitive, often requiring relevant coursework, strong academic performance, and interpersonal skills. Candidates with prior finance or client service experience and certifications like the CFA Level I may have an advantage. Internships typically look for motivated individuals interested in finance and wealth management environments.

What are the key skills and qualifications needed to thrive as a Wealth Management Intern, and why are they important?

To thrive as a Wealth Management Intern, you need a solid understanding of finance, investment principles, and strong analytical skills, often supported by coursework in economics or finance. Familiarity with financial modeling tools, Microsoft Excel, and CRM systems like Salesforce is commonly required. Excellent communication, attention to detail, and a client-focused attitude are crucial soft skills for building relationships and supporting advisory teams. These skills enable interns to effectively assist with portfolio analysis, client service, and administrative tasks in a competitive financial environment.

What does a Wealth Management Intern do?

A Wealth Management Intern supports financial advisors and wealth managers by conducting research, preparing client presentations, and assisting with portfolio analysis. Interns often help with administrative tasks, data entry, and financial planning projects. This role provides hands-on experience in investment strategies, client relationship management, and financial product knowledge, making it an excellent stepping stone for a career in finance.
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Wealth Management Intern jobs near you
Infographic showing various Wealth Management Intern job openings in the United States as of July 2026, with employment types broken down into 5% Locum Tenens, 11% Internship, 1% As Needed, 49% Full Time, 32% Part Time, and 2% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $35,436 per year, or $17 per hour.

Wealth Management Intern

Legacy Advisors, LLC

Plymouth Meeting, PA

$17.50 - $23/hr

Full-time, Part-time, Internship

Posted 16 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

Apply