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Wealth Management Intern Jobs (NOW HIRING)

KerberRose S.C.

ParaPlanner Intern

Appleton, WI · On-site

$17.25 - $22.75/hr

Are you ready to gain hands-on experience in the Wealth Management industry while working with a ... ParaPlanner Intern to join us. In this role, you'll support our team with office operations ...

Centura Wealth Advisory

Intern

San Diego, CA

$18.75 - $24.75/hr

Finance Intern Opportunity Spring/Summer 2026 internship is available to students who are currently ... We provide Wealth Advisory Services including financial planning, investment management, and legacy ...

Avid Bioservices

Intern, CMC Project Management

Tustin, CA

$31.40K - $36.70K/yr

The Intern, CMC Project Management will support client facing program teams in the planning ... This temporary, 40-hour per week office position is designed to offer you a wealth of experience ...

Avid Bioservices

Intern, CMC Project Management

Tustin, CA · On-site

$31.40K - $36.70K/yr

Description The Intern, CMC Project Management will support client facing program teams in the ... This temporary, 40-hour per week office position is designed to offer you a wealth of experience ...

Cresset Capital

AI Engineering Intern

Chicago, IL · On-site

$25/hr

You'll also see firsthand how AI is transforming the wealth management industry, particularly in ... Participate in intern programming including lunch & learns and networking opportunities ...

KerberRose S.C.

ParaPlanner Intern

Appleton, WI

$14.75 - $19.50/hr

Are you ready to gain hands-on experience in the Wealth Management industry while working with a ... ParaPlanner Intern to join us. In this role, you'll support our team with office operations ...

New

Jewish Family Service of Colorado

Intern

Houston, TX · On-site

$14.25 - $19/hr

Intern Responsibilities Gain industry and organizational knowledge through daily business ... Gain exposure to wealth management business, products, services and clients' financial needs.

Centura Wealth Advisory

Intern

San Diego, CA · On-site

$19 - $25/hr

... Intern to join our team ... We provide Wealth Advisory Services including financial planning, investment management, and legacy ...

UBS

Intern

Baton Rouge, LA · On-site

$20/hr

Your role Intern, Wealth Management Americas, Branch Office Your role Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client ...

Cresset Capital

Compliance Intern

Denver, CO · On-site

$25/hr

We are seeking a motivated and detail-oriented Summer Intern to support our Compliance and Private ... We also offer an opportunity to work in the wealth management environment allowing you to ...

Buckle

Sales and Management Intern

Roseville, MN · On-site

$16 - $17/hr

Summary The Sales and Management Intern position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

The Buckle

Sales and Management Intern

Champaign, IL · On-site +1

$15 - $17/hr

Summary The Sales and Management Intern position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

The Buckle

Sales and Management Intern

Fairview Heights, IL · On-site +1

$15 - $18/hr

Summary The Sales and Management Intern position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

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How much do wealth management intern jobs pay per hour?

As of May 30, 2026, the average hourly pay for wealth management intern in the United States is $17.04, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.23 per hour, depending on experience, location, and employer.

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 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 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.
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Wealth Management Intern jobs near you
Intern

Intern

UBS - Experienced professionals - job boards

Baton Rouge, LA

$14.50 - $19.25/hr

Other

Posted 17 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

11th of 141 rated banks

Job description

Intern, Wealth Management Americas, Branch Office
Your role
Are you a motivated self-starter. Can you take an assignment and run with it. If you're ready to dive into a
fast-paced, client-focused work environment, an internship may be the right fit for you.
Internship
We welcome interns to become a part of our team

You will work with our experts and learn about the
industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and
establish a network of mentors and business contacts. You'll leave with a lot more than a job listing on your
resume.
work on projects that have real impact on clients
support our team of wealth management experts
attend presentations by WMA leaders to help you understand our industry, culture and strategy
gain product knowledge from internal and external partner sessions to support your team
plan team marketing events and material
assist with the responsibilities of running an entrepreneurial business model

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

UBS logo

About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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