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Wealth Management Intern Jobs in Springfield, PA

Bensure

Business Development Intern

Philadelphia, PA · On-site

Business Development Intern Bensure is seeking an ambitious and motivated Drexel Co-op student to ... and wealth management industries. • Opportunity to make a meaningful impact within a growing ...

Jewish Family Service of Colorado

Intern

Marlton, NJ · On-site

$15.97/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Jewish Family Service of Colorado

Intern

Marlton, NJ · On-site

$15.97/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Jewish Family Service of Colorado

Intern

Blue Bell, PA · 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 ...

Hamiltonlane

Legal Intern

Conshohocken, PA · On-site

... wealth investors around the world, specializing in flexibility and full-spectrum access. We ... Hamilton Lane is a global investment management firm seeking a motivated law student to join our ...

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All JobsWealth Management Intern JobsWealth Management Intern Jobs in Springfield, PA

Wealth Management Intern information

See Springfield, PA salary details

$8

$16

$22

How much do wealth management intern jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for wealth management intern in Springfield, PA is $16.07, according to ZipRecruiter salary data. Most workers in this role earn between $13.61 and $18.12 per hour, depending on experience, location, and employer.

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.

Is it hard to get a wealth management internship?

Securing a wealth management internship can be competitive, as many firms look for candidates with strong academic records, relevant coursework, and interpersonal skills. Internships often require prior knowledge of finance, proficiency in tools like Excel, and sometimes certifications or related experience, making the application process selective but achievable with preparation.

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 Springfield, PA? The most popular types of Wealth Management jobs in Springfield, PA are:
What job categories do people searching Wealth Management Intern jobs in Springfield, PA look for? The top searched job categories for Wealth Management Intern jobs in Springfield, PA are:
What cities near Springfield, PA are hiring for Wealth Management Intern jobs? Cities near Springfield, PA with the most Wealth Management Intern job openings:
Wealth Management Intern jobs near you
Infographic showing various Wealth Management Intern job openings in Springfield, PA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $33,428 per year, or $16.1 per hour.

Wealth Management Intern

Legacy Advisors, LLC

Plymouth Meeting, PA • On-site

$17.50 - $23/hr

Full-time, Part-time, Internship

Posted 27 days ago

Job description

About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and financial planning for ultra-high-net-worth ($25M+) individuals and business owners. As an independent, fee-based firm, we are committed to helping our clients achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are always in order. The common trait they share is too little time to take care of the strategic and tactical planning needed to secure their financial objectives.
Position Summary: The Wealth Management Intern supports daily work across the firm, not within a single team. Most of the day-to-day tasks originate from Investment Operations such as reporting and portfolio administration, but the role also works directly with other departments as needs arise, giving the intern broad exposure to how investment decisions, operations, wealth planning and client service connect across the firm. This role offers hands-on experience in financial markets, investment products, and client services, with opportunities to gain insight into all areas of the firm.
**We are seeking candidates who are available for a Fall 2026 Internship and beyond, ideally with the ability to commit to a one-year engagement, including part time hours while attending school and full-time work during the Summer of 2027. Only local candidates will be considered.
Position Responsibilities:
Responsibilities span several areas of the firm and will shift over time as projects and firm priorities change. Below are the general areas the intern can expect to support:
Investment Operations amp; Reporting
  • Assist with client performance reporting, trade and cash activity monitoring, and periodic reports (e.g., transactions, cash flow, portfolio drift) that may carry investment implications.
Investment Advisory Support
  • Support Portfolio Managers with market research, manager meeting notes, and day-to-day client portfolio administration.
Firm-Wide Projects amp; Special Assignments
  • Contribute to firm-wide initiatives as they arise, which may include work with Wealth Planning, Client Service, Operations, or other teams depending on current priorities.
Specific tasks and projects will evolve throughout the internship based on the firm's needs. Interns should expect to work across multiple teams over the course of the engagement rather than a single, fixed set of duties.
Schedule amp; Commitment:
  • 10-15 hours per week while attending school, 30-35 hours per week during the Summer.
Background Requirements/Preferences:
  • Working towards a bachelor's degree in Finance, Business, or related field.
  • Familiarity with markets and investments – such as: Mutual Funds, Stocks amp; Bonds, and Alternative investments (Hedge Funds amp; Private Equity).
  • Proficiency in Word, Excel and Outlook.
  • Experience with Bloomberg and performance reporting software is a plus.
  • Organized, detail-oriented and able to multitask.
  • Excellent written and verbal communication skills.
  • Commitment to Legacy's Core Values of…
    • Client First
    • Work Hard
    • Excellence
    • Positive Attitude
    • Respect
    • Always Do the Right Thing

Apply