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Wealth Management Intern Jobs in Roxbury Crossing, MA

Formlabs

Campus Recruiter

Somerville, MA · On-site

Manage intern program onboarding, professional development, and offboarding, in partnership with ... Robust equity program to build future wealth through RSUs * Comprehensive healthcare coverage ...

Formlabs

Campus Recruiter

Somerville, MA · On-site

$70 - $85/hr

Manage intern program onboarding, professional development, and offboarding, in partnership with ... Robust equity program to build future wealth through RSUs * Comprehensive healthcare coverage ...

New

Formlabs

Campus Recruiter

Somerville, MA · On-site

$70K - $85K/yr

Manage intern program onboarding, professional development, and offboarding, in partnership with ... Robust equity program to build future wealth through RSUs * Comprehensive healthcare coverage ...

AAFCPAs INC

Summer Audit Internship (June 2027)

Boston, MA · On-site

$31 - $33/hr

... and wealth management services to nonprofits, commercial companies, wealthy individuals, and ... Join our Audit Team as a Summer Intern and see what the industry is all about. You'll be welcomed ...

AAFCPAs INC

Summer Audit Internship (June 2027)

Boston, MA · On-site

$31 - $33/hr

... and wealth management services to nonprofits, commercial companies, wealthy individuals, and ... Join our Audit Team as a Summer Intern and see what the industry is all about. You'll be welcomed ...

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Wealth Management Intern information

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How much do wealth management intern jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for wealth management intern in Roxbury Crossing, MA is $18.50, according to ZipRecruiter salary data. Most workers in this role earn between $15.67 and $20.87 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 job categories do people searching Wealth Management Intern jobs in Roxbury Crossing, MA look for?

The top searched job categories for Wealth Management Intern jobs in Roxbury Crossing, MA are:

What cities near Roxbury Crossing, MA are hiring for Wealth Management Intern jobs?

Cities near Roxbury Crossing, MA with the most Wealth Management Intern job openings:

Wealth Management Intern jobs near you
Infographic showing various Wealth Management Intern job openings in Roxbury Crossing, MA 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 $38,470 per year, or $18.5 per hour.

Intern

Jewish Family Service of Colorado

Middleton, MA

$15/hr

Part-time

Posted 5 days ago

Key responsibilities

  • Gain industry and organizational knowledge through daily business interactions and job assignments.

  • Provide marketing and sales support to branches and their teams.

  • Perform market research.

Job description

Responsibilities:

  • Gain industry and organizational knowledge through daily business interactions and job assignments.
  • Develop business, financial and analytical skills needed for career in global wealth management and financial services.
  • Provide marketing and sales support to branches and their teams.
  • Perform market research.
  • 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 years of age.
  • Internships are intended to be positions that are for limited duration, with a maximum duration ten months.
  • Strong desire to gain further understanding of the global wealth management business.
  • Effective communication and interpersonal skills (both written and verbal)
  • Ability to work on a team.
  • Strong analytical skills and ability to interpret.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $15.00 and $15.00 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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