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Wealth Management Intern Jobs (NOW HIRING)

Vertis Wealth

Intern Paid - Part Time

Chicago, IL · On-site

$15.50 - $21/hr

Vertis Wealth is seeking a motivated and detail-oriented Intern to join our team. This role offers hands-on experience in a dynamic, client-focused wealth management firm. The Intern will support all ...

Vertis Wealth

Intern Paid - Part Time

Chicago, IL · On-site

$20/hr

Vertis Wealth is seeking a motivated and detail-oriented Intern to join our team. This role offers hands-on experience in a dynamic, client-focused wealth management firm. The Intern will support all ...

Waldron Private Wealth

Investment Intern

Wayne, PA · On-site

Waldron Private Wealth (Waldron) is looking for an Investment Intern to be apart of an Internship ... This role will help you develop a thorough understanding of the wealth management process for ...

Waldron Private Wealth

Investment Intern

Wayne, PA · On-site

Waldron Private Wealth (Waldron) is looking for an Investment Intern to be apart of an Internship ... This role will help you develop a thorough understanding of the wealth management process for ...

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Wealth Management Intern information

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How much do wealth management intern jobs pay per hour?

As of Aug 22, 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 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.
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Wealth Management Intern jobs near you
Infographic showing various Wealth Management Intern job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $35,436 per year, or $17 per hour.

Wealth Management Operations Intern

washingtontrust

Westerly, RI

$39K - $41K/yr

Full-time, Internship

Posted 24 days ago

Job description

Are you interested in gaining hands-on experience in the financial services industry while working alongside experienced professionals? The Washington Trust Company is excited to offer a full-time paid internship opportunity in Wealth Management Operations.  This position will support the daily activities of our Wealth Management Operations team, helping to ensure the efficient processing of client transactions, account maintenance, reporting, and operational workflows.  This internship will provide a unique opportunity to gain exposure to the functions that support exceptional client service and the delivery of wealth management solutions while building valuable skills in a dynamic and collaborative environment. 

Job Summary & Responsibilities: 

The internship will provide the unique opportunity to:

  • Immerse yourself in the daily responsibilities, projects, and initiatives of the department
  • Collaborate with seasoned professionals
  • Interact with team members and senior leadership
  • Gain on-the-job exposure to different areas of the business
  • Engage in a variety of training topics and opportunities
  • Provide clerical and administrative support to Wealth Management Operations

Qualifications:

  • College graduate, or pursuing a degree, in Finance, Accounting, or similar business-related field
  • Proficient in Microsoft Office products (especially Excel)
  • Excellent organizational skills
  • Strong language/communication skills
  • Desire to gain experience from Wealth Management focused learning opportunities
  • Must be available full-time (40 hours/week during business hours)
  • Must have reliable transportation to Westerly, Rhode Island (this is an on-site internship)

Compensation & Benefits:  The good-faith estimated base salary range for this position is $39,520 - $41,600 annually. Actual compensation will be based on factors including experience, skills, certifications, education, and training.

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