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Wealth Management Intern Jobs in Roxbury Crossing, MA

Manulife

Summer Intern 2027 - Marketing

Boston, MA · Hybrid

$39K - $44K/yr

Learn about digital experience and the various functions within the Global Wealth & Asset Management Marketing department. * Support digital initiatives in design, product management, advanced ...

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All JobsWealth Management Intern JobsWealth Management Intern Jobs in Roxbury Crossing, MA

Wealth Management Intern information

See Roxbury Crossing, MA salary details

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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.

Summer Audit Internship (June 2027)

AAFCPAs INC

Westborough, MA • On-site

$31 - $33/hr

Other

Posted 13 days ago

Key responsibilities

  • Assist with audit engagements by analyzing numbers and preparing financials.

  • Support the team in performing compilations, reviews, and audits under guidance.

  • Use Excel, audit software, and automation tools to enhance technical skills.

Job description

Summer Audit Internship – Jumpstart Your Accounting Career! 

AAFCPAs is an innovative and forward-thinking firm. We have enjoyed primarily organic growth with a laser focus on people, culture, and a profitable growth mindset. We have a supportive, entrepreneurial, and purposeful culture and plan to remain independent.

Our multidisciplinary team of 350+ professionals provide assurance, tax, outsourced accounting, business consulting, IT advisory, and wealth management services to nonprofits, commercial companies, wealthy individuals, and estates. In 2023, we celebrated 50 Years of Impact (1973-2023), and our sincere approach to business and service excellence has attracted discerning clients along with the best and brightest CPAs and consulting professionals. AAFCPAs donates 10 percent of its net profits annually to nonprofit organizations. We have an active Inclusion and Belonging committee and a commitment and accountability to these efforts. We publish our Impact Report annually.

AAFCPAs is an independent member of PrimeGlobal, the fourth largest CPA firm association in the world with 300+ member firms in 80+ countries. This provides our clients with seamless national and global coverage along with an advantageous pay-as-you-use model

Looking to have a hands-on experience in public accounting this summer? Join our Audit Team as a Summer Intern and see what the industry is all about. You’ll be welcomed like a full-time Staff Accountant with the opportunity to tackle real projects, learn from smart (and friendly) people, and build skills that’ll set you apart when senior year—and job offers—roll around.

What You’ll Do (and Learn):

  • Team up with professionals on audit engagements for a variety of businesses.
  • Put your classroom knowledge to work: analyze numbers, prepare financials, and see how theory meets practice.
  • Get a taste of different services: compilations, reviews, and audits (don’t stress, we’ll guide you).
  • Build confidence by delivering quality work with support from your mentors.
  • Boost your tech skills using Excel, audit software, and other automation tools.
  • Learn what makes our firm unique (hint: it’s our people, our culture, and our clients).

What We’re Looking For:

  • On track to complete your Accounting Degree by 2028. Or you have completed an Accounting Degree with 0-1+ years’ experience.
  • Strong communication skills with the ability to write and speak clearly.
  • Exposure to tools such as Excel. 
  • Curiosity, motivation, and enthusiasm for learning audit from the inside out.

Why You’ll Love It Here:

  • Hands-on experience. No busy work. You’ll be part of the real deal.
  • Coaching & mentorship. Work with professionals who want you to succeed.
  • Confidence boost. Gain the skills and self-assurance to crush your first full-time role (hopefully at AAFCPAs!)
  • Team culture. We’re collaborative, supportive, and definitely a little fun.
  • Career Opportunity. Build your accounting career from Internship to Leadership!

If you’re ready to make this summer more than a break, and make it a career-building experience, we want to meet you! 

**Please note that while this position is remote, occasional travel to client locations, corporate meetings and trainings may be required to facilitate effective collaboration and engagement implementation.

The hourly range for this position reflects a broad set of factors considered in compensation decisions, including—but not limited to—skills, experience, training, certifications, and overall business needs. The stated range has not been adjusted for geographic differentials that may apply based on the position’s location. At AAFCPAs, it is uncommon for an individual to be hired at or near the top of the range, as compensation decisions are based on each candidate’s specific background and circumstances. A reasonable estimate of the current hourly range for this role is $31.00 - $33.00/hr.

All your information will be kept confidential according to EEO guidelines.

AAFCPAs is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.