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Wealth Management Intern Jobs in Virginia (NOW HIRING)

Manage time across multiple engagements and deadlines * Gain confidence asking questions, seeking ... Join Keiter and discover how your skills and ambition can help clients build wealth, preserve ...

Spring 2027 Tax Intern

Glen Allen, VA · On-site

$30 - $32.50/hr

Manage time across multiple engagements and deadlines * Gain confidence asking questions, seeking ... Join Keiter and discover how your skills and ambition can help clients build wealth, preserve ...

Manage time across multiple engagements and deadlines * Gain confidence asking questions, seeking ... Join Keiter and discover how your skills and ambition can help clients build wealth, preserve ...

Spring 2027 Audit Intern

Glen Allen, VA · On-site

$30 - $32.50/hr

Manage time across multiple engagements and deadlines * Gain confidence asking questions, seeking ... Join Keiter and discover how your skills and ambition can help clients build wealth, preserve ...

Spring 2027 Audit Intern

Glen Allen, VA · On-site

$30 - $32.50/hr

Manage time across multiple engagements and deadlines * Gain confidence asking questions, seeking ... Join Keiter and discover how your skills and ambition can help clients build wealth, preserve ...

Summer 2027 Intern

Glen Allen, VA · On-site

$30 - $32.50/hr

Manage time across multiple engagements and deadlines * Gain confidence asking questions, seeking ... Join Keiter and discover how your skills and ambition can help clients build wealth, preserve ...

Manage time across multiple engagements and deadlines * Gain confidence asking questions, seeking ... Join Keiter and discover how your skills and ambition can help clients build wealth, preserve ...

Wealth Management Intern information

See Virginia salary details

$8

$16

$24

How much do wealth management intern jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for wealth management intern in Virginia is $16.89, according to ZipRecruiter salary data. Most workers in this role earn between $14.28 and $19.09 per hour, depending on experience, location, and employer.

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.

Is it hard to get a wealth management internship?

Securing a wealth management internship can be competitive, as many firms look for candidates with strong academic records, relevant coursework, and interpersonal skills. Internships often require prior knowledge of finance, proficiency in tools like Excel, and sometimes certifications or related experience, making the application process selective but achievable with preparation.

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.
What are the most commonly searched types of Wealth Management jobs in Virginia? The most popular types of Wealth Management jobs in Virginia are:
What are popular job titles related to Wealth Management Intern jobs in Virginia? For Wealth Management Intern jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Wealth Management Intern jobs in Virginia look for? The top searched job categories for Wealth Management Intern jobs in Virginia are:
What cities in Virginia are hiring for Wealth Management Intern jobs? Cities in Virginia with the most Wealth Management Intern job openings:
Infographic showing various Wealth Management Intern job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $35,132 per year, or $16.9 per hour.

Spring 2027 Tax Intern

Keiter

Glen Allen, VA

$30 - $32.50/hr

Part-time

Posted 6 days ago


Job description

Why Keiter?

At Keiter, we help people achieve their full potential while pursuing their purpose - at home, at work, and in the community.  We offer:

  • A flexible, supportive work environment that empowers your professional and personal success
  • A firm that is committed to our clients and staff
  • An inclusive, team-oriented culture
  • Opportunities to do projects typical of a first-year associate
  • Paid opportunities to help you reach your CPA exam goals
  • Opportunities to network with team members outside the office
  • Comprehensive training and orientation to our systems and firm

As Opportunity Advisors®, our mission goes beyond compliance. We help clients uncover new opportunities through deep relationships, proactive insights, and thoughtful tax strategies tailored to their evolving needs.

What You'll Do:

As a Keiter Tax Intern, you will:

  • Prepare and assist with individual and business tax returns, including:
    • Forms 1040, 1065, 1120, 1120S, 1041, and gift tax returns
  • Work on GSC (grouped) returns, gaining repetition and confidence across similar but nonidentical clients
  • Input and reconcile K1s, trial balances, fixed assets, and adjusting journal entries
  • Assist with booktotax reconciliations, diagnostics, and clearing review points
  • Support firstyear and newclient returns, learning how information flows when no prioryear data exists
  • Use tax software such as CCH Axcess, SurePrep, Fixed Assets, and related tools
  • Conduct basic tax research and assist with internal or external tax blog content on current tax topics

What You'll Bring:

  • Completion of at least one semester of an intermediate-level accounting class
  • Strong written and oral communication skills
  • Proficiency with Microsoft Excel, Word, and other computer skills
  • Interest in pursuing a career in public accounting and sitting for the CPA exam

Pay:

  • The anticipated hiring range for this position is $30.00-$32.50 and is dependent on relevant experience, qualifications, and skills.

Preferred Qualifications:

  • Pursuing a bachelor’s or master’s degree in accounting or accounting systems
  • Have completed at least one semester of intermediate accounting
  • Detail-oriented, enthusiastic, and collaborative mindset
  • Growth-oriented, entrepreneurial spirit with a desire to make an impact

Core Skills You’ll Build:

  • Apply classroom accounting concepts to real client work
  • Develop strong Excel skills, including data cleanup, analysis, and review
  • Learn how to self-review work, respond to review notes, and improve accuracy
  • Communicate professionally with associates, seniors, managers, and partners
  • Manage time across multiple engagements and deadlines
  • Gain confidence asking questions, seeking feedback, and taking initiative to find work

Training & Support:

  • Participate in formal, in-person, training for the first week of the internship program
  • Work closely with a Performance Coach and a Buddy
  • Receive real-time feedback, review notes, and direct verbal feedback throughout the internship
  • Learn how to navigate firm systems, workflows, and professional expectations

Internship Overview:

  • Schedule: 20 hours per week minimum, working in time blocks of 3-4 hours on any given day
    • Keiter will work with spring interns to create a schedule that accommodates their class commitments and academic priorities
  • Format: In-person, hybrid, and virtual options available. In-person experience is strongly encouraged for first-time interns
  • Returning Interns: may be able to offer a virtual option depending on certain circumstances
  • Exposure to real client work, not just shadowing
  • Hands-on experience using the same tools and processes as full-time staff
  • Participate in firm events, networking opportunities, and intern group activities
  • A realistic preview of what a full-time career at Keiter looks like

If this piques your interest, we invite you to apply and connect with us at your next campus recruiting event. Join Keiter and discover how your skills and ambition can help clients build wealth, preserve legacy, and pursue purpose.

Keiter CPA is an Equal Opportunity Employer and does not discriminate against individuals based on their race, color, religion, or belief, national or ethnic origin, sex (including pregnancy), age, disability, sexual orientation, gender identity, veteran status, family medical history or genetic information, or any other status protected by federal, state, or local laws or regulations. 

Candidates must possess authorization to work in this United States of America throughout their employment with the company.  Keiter CPA participates in the E-Verify program.

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