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Wealth Management Intern Jobs (NOW HIRING)

KEATING

Wealth Management Internship

Manhattan, KS · On-site

$15/hr

Wealth Management Intern We are seeking a Wealth Management Intern to gain meaningful, hands-on experience in financial advising while supporting advisor teams, client relationships, and financial ...

Seacoast Bank

Wealth Management Intern

Williston, FL

$16.25 - $21.25/hr

Seacoast Wealth Management will provide a wide scope of opportunities, as well as spending time shadowing, mentoring, and having training opportunities with our experienced team of finance ...

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 ...

The Buckle

Sales and Management Intern

Bakersfield, CA · On-site +1

$17 - $20/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 ...

Buckle

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 ...

Buckle

Sales and Management Intern

Bloomington, MN · On-site +1

$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 ...

Buckle

Sales and Management Intern

Vancouver, WA · On-site

$18 - $21/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 ...

Buckle

Sales and Management Intern

Bakersfield, CA · On-site

$17 - $20/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 ...

Buckle

Sales and Management Intern

Lone Tree, CO · On-site +1

$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 Jul 12, 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 18% Internship, 1% As Needed, 50% Full Time, 28% Part Time, 2% Temporary, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $35,436 per year, or $17 per hour.

Wealth Management Internship

Keating and Associates, Inc

Manhattan, KS • On-site

$15/hr

Temporary

Re-posted yesterday

Job description

At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.
Keating & Associates, Inc.
Wealth Management Intern
We are seeking a Wealth Management Intern to gain meaningful, hands-on experience in financial advising while supporting advisor teams, client relationships, and financial planning workflows across Keating & Associates. The Keating Wealth Management Internr Internship Program is designed to provide practical exposure to financial planning, advisor workflows, and client service environments to support the professional development of aspiring advisors.
As an Wealth Management Intern. you will work alongside experienced advisors and financial planning teams in a hands-on learning environment designed to provide meaningful exposure to advisor responsibilities and financial planning workflows. This internship is designed for individuals who naturally take initiative, move quickly from idea to action, communicate with confidence, and thrive in environments that involve challenge, variety, and performance expectations. Successful interns often demonstrate initiative by contributing ideas that support operational efficiency, workflow improvements, and positive client service experiences.
High-performing interns may be considered for future opportunities within the firm, including advisor career paths, subject to business needs and individual performance. This internship is ideal for individuals with a strong internal drive to lead, perform, and grow into a client-facing advisory career.
This position is non-exempt, located onsite in our Manhattan, KS office and reports to the Internship Manager
Interns will gain hand- on, real word experience in areas including, but not limited to:
  • Supporting advisors with client meeting preparation and follow-up
  • Gathering and organizing client financial information and documentation
  • Assisting with building and updating financial plans in planning software
  • Preparing presentation materials and client-facing deliverables
  • Participating in mock client meetings and assisting with educational financial planning discussions under supervision.
  • Assisting advisor teams with preparing client reporting materials and conducting market and financial planning research.
  • Assisting with audits and data analysis projects
  • Collaborating with advisor teams across the organization
  • Building relationships with professionals and community connections
  • Recommending process improvements and operational efficiencies
  • Adapting quickly to changing priorities and client needs
  • Contributing ideas, tools, and solutions to improve outcomes

As part of the internship experience, interns may also take on new learning opportunities and assist with emerging priorities that help drive client success and organizational growth.
Education
  • Junior standing or higher, currently pursuing a bachelor's degree or minor in Financial Planning, Finance, Business, or a related field.
  • Strategic sales coursework or related business development experience preferred.

Interns will have the opportunity to further develop and apply skills in areas including, but not limited to:
  • Organization: Maintains strong attention to detail while managing multiple priorities and deadlines
  • Communication: Communicates clearly and professionally in written, verbal, and client-facing interactions
  • Initiative: Demonstrates personal drive, coachability, and willingness to take ownership of responsibilities
  • Technology: Proficient in Microsoft Office applications including Excel, Word, and PowerPoint
  • Process Management: Follows structured workflows, timelines, and planning processes with consistency
  • Execution: Completes assignments thoroughly and reliably with strong follow-through and accountability
  • Research: Researches thoroughly, verifies details, and fact-checks information accurately
  • Workflow Coordination: Organizes financial information, documents, and project workflows systematically
  • Client Service: Supports positive, professional, and relationship-focused client experience
  • Teamwork: Collaborates effectively with advisors, planning teams, and cross-functional partners
  • Professionalism: Demonstrates accountability, reliability, integrity, and a strong work ethic
  • Adaptability: Responds effectively to changing priorities and fast-paced environments
  • Growth Mindset: Eager to learn, improve, and grow within a financial planning and advisory environment
  • Problem Solving: Identifies challenges proactively and contributes thoughtful solutions and ideas
Salary Range: $15 per hour
Disclosure: Interns support advisor teams in an educational and supervised capacity and do not provide investment advice or recommendations independently. Any client-related activities are conducted under the supervision of firm personnel.

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