Masters preferred * 5+ years of Investment Banking/Wealth Management/Business Succession experience ... Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or ...
Masters preferred * 5+ years of Investment Banking/Wealth Management/Business Succession experience ... Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or ...
Managing Director, Yellow Cardinal Investment Banking
Kettering, OH · On-site
$250 - $450/hr
Masters preferred * 5+ years of Investment Banking/Wealth Management/Business Succession experience ... Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or ...
Managing Director, Yellow Cardinal Investment Banking
Kettering, OH · On-site
$250 - $450/hr
Masters preferred * 5+ years of Investment Banking/Wealth Management/Business Succession experience ... Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or ...
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Dayton, OH
$23/hr
The Key Investment Services Internship is a structured 10.5-week experience designed to provide meaningful exposure to the wealth management industry. Interns will engage in impactful work, receive ...
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Dayton, OH
$23/hr
The Key Investment Services Internship is a structured 10.5-week experience designed to provide meaningful exposure to the wealth management industry. Interns will engage in impactful work, receive ...
Wealth Management Intern information
See Springfield, OH salary details
$8.01 - $9.27
3% of jobs
$9.27 - $10.53
3% of jobs
$10.53 - $11.79
3% of jobs
$11.79 - $13.05
9% of jobs
$13.46 is the 25th percentile. Wages below this are outliers.
$13.05 - $14.31
21% of jobs
The median wage is $14.84 / hr.
$14.31 - $15.57
26% of jobs
$16.57 is the 75th percentile. Wages above this are outliers.
$15.57 - $16.83
13% of jobs
$16.83 - $18.09
12% of jobs
$18.09 - $19.35
4% of jobs
$19.35 - $20.61
3% of jobs
$20.61 - $21.87
3% of jobs
$8
$15
$21
How much do wealth management intern jobs pay per hour?
As of Aug 22, 2026, the average hourly pay for wealth management intern in Springfield, OH is $15.35, according to ZipRecruiter salary data. Most workers in this role earn between $12.98 and $17.31 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 Springfield, OH look for?
The top searched job categories for Wealth Management Intern jobs in Springfield, OH are:
What cities near Springfield, OH are hiring for Wealth Management Intern jobs?
Cities near Springfield, OH with the most Wealth Management Intern job openings:
Full-time
Posted 25 days ago
Job description
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
The Managing Director, Yellow Cardinal Investment Banking will be responsible for sourcing new engagements and leading the execution of various projects.
Essential Functions/Responsibilities
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
Preferred Knowledge and Skills
Level of Complexity and Scope
Degree of Independence and Decision-Making
Required Supervisory Responsibilities
Physical Requirements
Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.
If you are interested and qualified for this role, we invite you to apply.
The Managing Director, Yellow Cardinal Investment Banking will be responsible for sourcing new engagements and leading the execution of various projects.
Essential Functions/Responsibilities
- Identify potential new clients
- Lead the "pitch" proposal process to secure new engagements
- Negotiate the terms of engagement letters including the fee structure
- Manage/lead the execution of engagements
- Maintain/build a network of business owners and referral sources
- Develop and cultivate relationships with potential buyers including Family Offices, Private Equity Groups, private companies and entrepreneurs
- Assist other team members in analyzing opportunities and executing transactions
- Provide input on CIM's and other project related materials
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
- Bachelors degree; Masters preferred
- 5+ years of Investment Banking/Wealth Management/Business Succession experience preferred.
- Strong Accounting background/knowledge
- Knowledge of Corporate Finance including Discounted Cash Flow modeling
- Above average communication skills (both written and verbal)
- Ability to deliver messages in a straightforward and respectful manner
- Negotiating skills
- Ability to "read the room" and skillfully respond to complex situations
- Ability to articulate complex topics to a variety of audiences
- Willingness to be available to clients on an almost 24/7 basis
Preferred Knowledge and Skills
Level of Complexity and Scope
- Highly complex
Degree of Independence and Decision-Making
- Uses subject matter expertise to make independent decisions and advise others.
- Works with minimal supervison
Required Supervisory Responsibilities
- No direct supervisory responsibilities, but will be asked to mentor and assist less experienced staff.
Physical Requirements
- Long periods of desk/computer work
- Standing, Seeing, Hearing, Speaking, Lifting, Driving
- Travel as needed
- Available to assist clients during non traditional working hours
Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.