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

Jewish Family Service of Colorado

Intern

Boca Raton, FL · On-site

$14.25 - $19/hr

Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: * High school diploma required. In pursuit of college degree preferable. * At least 18 ...

All JobsWealth Management Intern JobsWealth Management Intern Jobs in Boca Raton, FL

Wealth Management Intern information

See Boca Raton, FL salary details

$8

$16

$23

How much do wealth management intern jobs pay per hour?

As of Jul 18, 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 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.
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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Wealth Management Intern jobs near you
Infographic showing various Wealth Management Intern job openings in Boca Raton, FL as of July 2026, with employment types broken down into 14% Internship, 1% As Needed, 57% Full Time, 25% Part Time, 2% Temporary, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $33,627 per year, or $16.2 per hour.

Wealth Consultant with Military Background

The McKernan Group

West Palm Beach, FL • On-site

$87K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The McKernan Group of Northwestern Mutual - West Palm Beach, is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.
Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://careers.northwesternmutual.com/field-careers/military/
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.
What sets us apart:
• Unsurpassed financial strength*
• A long-term approach to planning
• Personal guidance from financial professionals
• A robust digital experience 
The Backbone of Our Success, Our Local Leaders:

Bill McKernan, Managing Director:
  • How long with NM? Since 2002. 
  • Previous experience? Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for the past 12 years. This was Bill’s first position after graduating from FSU, where he started with no natural market. His belief is that anyone can succeed in this business with hard work.
  • Passionate about? Bill enjoys spending time with his wife Brooke and their three boys. Outside of family, he loves playing tennis, basketball, and surfing.
Brooke McKernan, Wealth Management Advisor:
  • How long with NM? Since 2003.
  • Previous experience? Brooke began her career as a top college intern and quickly rose to become the first woman to achieve the top spot.
  • Passionate about? Brooke is passionate about her family, running, travel, and volunteering, as well as spending quality time with friends.
  • Quote to live by: "The only way to do great work is to love what you do."
Dave Siegel, Field Director:
  • How long with NM? Since 2009.
  • Previous experience? Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep in 2010, a College Unit Director in 2011, and a Field Director in 2013.
  • Passionate about? Dave is passionate about family. He is married to Dr. Chrissie, and they have three children: Landon, Maddie, and Logan.
  • Check out Dave’s mission statement: https://youtu.be/WCffeJPaRTE
Position Overview:
As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:
  • Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
  • Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
  • Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
  • Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
  • Compliance and Ethics: Ensure all recommendations comply with company policies and regulatory requirements, maintaining the highest ethical standards.
Why Our Team Members Thrive:
  • Potential for abundant, consistent, and predictable results.
  • A collaborative, high-support team environment, fostering growth and camaraderie.
  • Full business development process training and support for seamless operations.
  • Proven operational systems and cutting-edge technology for enhanced agent efficiency.
  • Achieving high performance while maintaining a great quality of life.
  • A company experiencing rapid growth, offering leadership opportunities for top performers.
Candidate Characteristics:
  • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
  • People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
  • Savvy communicators who find joy in simplifying complex decisions for others.
  • Generous souls who gladly treat others without hesitation.
  • Ambitious thinkers who embrace boundless opportunities and possibilities.
  • Advocates for teamwork and cooperation, where everyone contributes equally.
  • Passionate about their work, yet approachable and good-natured in their demeanor.
Benefits:
  • Strong earnings potential with unlimited upside. 
  • Significant bonus opportunity commiserate with outcomes.
  • Dental insurance.
  • Health insurance.
  • Life insurance.
  • Retirement plan.
  • Vision insurance.
Education:
  • Bachelor's Degree (preferred)
If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. 
This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.
Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.
*Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company as of the most recent review and report by each rating agency. Ratings are as of 6/23 (Moody's Investors Service), 8/23 (A.M. Best Company), 8/23 (Fitch Ratings) and 5/23 (S&P Global Ratings). Ratings are subject to change.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Bill McKernan is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.