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Wealth Management Intern Jobs (NOW HIRING)

Busey

Wealth Management Intern

Burr Ridge, IL · On-site

$17.50 - $23/hr

Position Summary As a Busey Wealth Management Intern you will receive a comprehensive learning and professional experience in the Wealth Management space. Our program tasks students with projects ...

NFP

Wealth Management Intern

Manhattan, NY

$20 - $27/hr

We are a newly independent wealth management firm, with approximately $500 million in revenue ... Our 10-week Summer Intern Program is designed to provide students a challenging, meaningful and ...

NFP

Wealth Management Intern

Manhattan, NY · On-site

$20 - $27/hr

We are a newly independent wealth management firm, with approximately $500 million in revenue ... Our 10-week Summer Intern Program is designed to provide students a challenging, meaningful and ...

Wealth Enhancement Group

Intern

Walnut Creek, CA · On-site

$21/hr

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an ... As an Intern, you will support daily office operations by serving as a first point of contact for ...

New

NFP

Account Management Intern - Chicago, IL

Chicago, IL

$20 - $27/hr

... wealth management and retirement challenges through custom solutions and a people-first approach ... Intern: The Intern will be responsible for providing day to day management support to the team ...

NFP

Account Management Intern - Chicago, IL

Chicago, IL · On-site

$20 - $27/hr

... wealth management and retirement challenges through custom solutions and a people-first approach ... Intern: The Intern will be responsible for providing day to day management support to the team ...

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How much do wealth management intern jobs pay per hour?

As of May 30, 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 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 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.

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

Wealth Management Intern

Busey

Burr Ridge, IL • On-site

$17.50 - $23/hr

Part-time

Posted 8 days ago

Job description

Position Summary

As a Busey Wealth Management Intern you will receive a comprehensive learning and professional experience in the Wealth Management space. Our program tasks students with projects that stem across a variety of Wealth disciplines from Wealth Advisory, Private Client, Financial Planning, Tax and Estate Planning, Private Client and more. Exclusive mentorship, professional development, and continued learning will elevate this internship and help solidify what you learn in the classroom.Duties & Responsibilities

As a Busey Wealth Management Intern you will receive a comprehensive learning and professional experience in the Wealth Management space. Our program tasks students with projects that stem across a variety of Wealth disciplines from Wealth Advisory, Private Client, Financial Planning, Tax and Estate Planning, Private Client and more. Exclusive mentorship, professional development, and continued learning will elevate this internship and help solidify what you learn in the classroom.

Education & Experience

Knowledge of:

  • Analytical skills and attention to detail
  • Strong organizational skills
  • Strong oral and written communication skills


Ability to:

  • Contribute individually and/or as a team member to support a designated functional area
  • Assist towards goals and objectives assigned by manager
  • Proactive approach to challenge that arise
  • Prioritize requests and understand deadline commitments


Education and Training:

  • Currently enrolled in undergraduate studies with a concentration in Business, Finance, or related field.
  • Requires knowledge of Microsoft Office.

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