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Wealth Management Intern Jobs in Rochester, NY (NOW HIRING)

Intern

Rochester, NY · On-site

$17/hr

WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-06-26 Application Deadline: 2026-07-24 Note : Applications will be accepted until 11:59 PM on the day prior to the application ...

Intern

Rochester, NY · On-site

$17/hr

WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-06-26 Application Deadline: 2026-07-24 Note : Applications will be accepted until 11:59 PM on the day prior to the application ...

Wealth Management Intern information

See Rochester, NY salary details

$8

$16

$23

How much do wealth management intern jobs pay per hour?

As of Jul 29, 2026, the average hourly pay for wealth management intern in Rochester, NY is $16.81, according to ZipRecruiter salary data. Most workers in this role earn between $14.23 and $18.99 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 Rochester, NY? The most popular types of Wealth Management jobs in Rochester, NY are:
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What job categories do people searching Wealth Management Intern jobs in Rochester, NY look for? The top searched job categories for Wealth Management Intern jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Wealth Management Intern jobs? Cities near Rochester, NY with the most Wealth Management Intern job openings:
Infographic showing various Wealth Management Intern job openings in Rochester, NY as of July 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 75% In-person, and 25% Remote job distribution, with an average salary of $34,963 per year, or $16.8 per hour.
Intern

$17/hr

Part-time

Posted 16 hours ago


Job description

Job Description

Provides administrative and operational support to Financial Advisors and clients
Provides clients with response to routine inquires
Provides clients with requested information such as account balances, stock quotes or other account-related information
Assists with department mailing and filing projects

The good-faith expected salary range for the above position is $17/hr depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC's high performance culture

Enables collective achievement of our strategic goals

Generates sustainable shareholder returns and above market shareholder value

Job Skills

Active Learning, Adaptability, Communication, Computer Literacy, Interpersonal Relationships, Listening Effectively, Operational Delivery, Personal Development, Taking Initiative, Teamwork

Additional Job Details

Address:

80 LINDEN OAKS:ROCHESTER

City:

Rochester

Country:

United States of America

Work hours/week:

15

Employment Type:

Part time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-06-26

Application Deadline:

2026-07-24

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Employment Type: PART_TIME