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Wealth Management Intern Jobs in Boca Raton, FL (NOW HIRING)

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How much do wealth management intern jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for wealth management intern in Boca Raton, FL is $16.17, according to ZipRecruiter salary data. Most workers in this role earn between $13.70 and $18.27 per hour, depending on experience, location, and employer.

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 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 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.

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. Applicants typically need to demonstrate financial knowledge, sometimes through certifications like the CFA Level I, and may be expected to complete interviews and assessments as part of the selection process.

What are the most commonly searched types of Wealth Management jobs in Boca Raton, FL?

The most popular types of Wealth Management jobs in Boca Raton, FL are:

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For Wealth Management Intern jobs in Boca Raton, FL, the most frequently searched job titles are:

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What cities near Boca Raton, FL are hiring for Wealth Management Intern jobs?

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Wealth Management Intern jobs near you
Infographic showing various Wealth Management Intern job openings in Boca Raton, FL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $33,627 per year, or $16.2 per hour.

Wealth Advisor Associate Intern

Mission Wealth Management LP

Hallandale, FL • On-site

$20/hr

Other

Posted yesterday

New

Job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor’s degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP!

As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as Wealth Advisor Associate Intern:

  • Work with a high-performing & growth-oriented team of advisors
  • Provide technical financial support to the advisor team
  • Contribute to research projects
  • Create client presentation materials
  • Be exposed to ongoing client service, sales presentations, and new client onboarding
  • Grow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate, Senior Wealth Advisor Associate, and then ultimately a Wealth Advisor role after succeeding in the supporting positions

What You Bring as Wealth Advisor Associate Intern:

  • Self-starter with a proactive approach to asking questions and problem-solving
  • Basic knowledge base across investments, economics, accounting, and financial planning
  • A desire to learn more about the wealth management industry
  • Excellent attention to detail, multi-tasking, and time management skills
  • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
  • Outstanding ability to communicate, present, and influence your team

Duration & Commitment

  • Throughout Senior year
  • The program is designed to provide a pathway to a full-time position after graduation for high-performing interns.

Academic Requirements

  • We are seeking current Seniors graduating in the Spring of 2027

Work Environment

  • This is an in-office internship.
  • We believe working on-site provides the best environment for learning, collaboration, and immersion in our culture.

Schedule

  • Interns typically work 15–29 hours per week.


Job Type: Part-time, hourly, non-exempt

Location: This position is based out of our office in Hallandale Beach. This is an in-office position.

Salary: $20/hour

Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects too!