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Wealth Management Internship Jobs (NOW HIRING)

KEATING

Wealth Management Internship

Manhattan, KS · On-site

$15/hr

The Keating Wealth Management Internr Internship Program is designed to provide practical exposure to financial planning, advisor workflows, and client service environments to support the ...

NFP

Wealth Management Intern

Manhattan, NY · On-site

$20 - $27/hr

We are a newly independent wealth management firm, with approximately $500 million in revenue ... Internship Description: Our 10-week Summer Intern Program is designed to provide students a ...

NFP

Wealth Management Intern

Melville, NY

$20 - $27/hr

Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner ... Internship Description: Our 8 to 10 week Summer Intern Program is designed to provide students a ...

NFP

Wealth Management Intern

Melville, NY · On-site

$20 - $27/hr

Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner ... Internship Description: Our 8 to 10 week Summer Intern Program is designed to provide students a ...

Mariner

Wealth Advisor

West Des Moines, IA · On-site

$70K - $125K/yr

... mentoring interns, etc. * Excellent organizational and time management skills in a high energy ... All Wealth Advisors must have a clean U4 with no disclosures. #LI-SU1 #LI-Hybrid We welcome your ...

Mariner Finance

Wealth Advisor

West Des Moines, IA · Hybrid

... mentoring interns, etc. * Excellent organizational and time management skills in a high energy ... All Wealth Advisors must have a clean U4 with no disclosures. #LI-SU1 #LI-Hybrid We welcome your ...

Mariner Finance

Wealth Advisor

Centennial, CO · Hybrid

... mentoring interns, etc. * Excellent organizational and time management skills in a high energy ... All Wealth Advisors must have a clean U4 with no disclosures. #LI-SU1 #LI-Hybrid We welcome your ...

Mariner

Wealth Advisor

Los Angeles, CA · On-site

$70K - $125K/yr

... mentoring interns, etc. * Excellent organizational and time management skills in a high energy ... All Wealth Advisors must have a clean U4 with no disclosures. #LI-SU1 #LI-Hybrid We welcome your ...

Mariner Finance

Wealth Advisor

Lone Tree, CO · Hybrid

... mentoring interns, etc. * Excellent organizational and time management skills in a high energy ... All Wealth Advisors must have a clean U4 with no disclosures. #LI-SU1 #LI-Hybrid We welcome your ...

Mariner Finance

Wealth Advisor

Brooklyn, NY · On-site

... mentoring interns, etc. * Excellent organizational and time management skills in a high energy ... All Wealth Advisors must have a clean U4 with no disclosures. #LI-MK1 We welcome your interest in ...

Mariner Finance

Wealth Advisor

Imperial Beach, CA · Hybrid

... mentoring interns, etc. * Excellent organizational and time management skills in a high energy ... All Wealth Advisors must have a clean U4 with no disclosures. #LI-JS1 #LI-Hybrid We welcome your ...

Mariner Finance

Wealth Advisor

New York, NY · On-site

... mentoring interns, etc. * Excellent organizational and time management skills in a high energy ... All Wealth Advisors must have a clean U4 with no disclosures. #LI-MK1 We welcome your interest in ...

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How much do wealth management internship jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for wealth management internship in the United States is $25.02, according to ZipRecruiter salary data. Most workers in this role earn between $14.18 and $27.88 per hour, depending on experience, location, and employer.

What types of projects or tasks can I expect to work on during a Wealth Management Internship?

As a Wealth Management Intern, you'll typically assist with market research, portfolio analysis, creating client presentations, and supporting the administrative aspects of client accounts. You might also shadow experienced advisors during client meetings and help prepare financial plans or investment proposals. The role offers frequent opportunities to collaborate with teams across investment research, client service, and operations, providing a comprehensive view of how wealth management functions. These experiences are designed to help you develop practical industry skills and grow your professional network for potential future roles.

What is a Wealth Management Internship job?

A Wealth Management Internship provides hands-on experience in financial planning, investment strategies, and client relationship management. Interns typically assist advisors with research, portfolio analysis, and administrative tasks while gaining insight into the industry. This role helps develop analytical, communication, and problem-solving skills crucial for a career in finance.

What are the key skills and qualifications needed to thrive in the Wealth Management Internship position, and why are they important?

To thrive as a Wealth Management Intern, you need strong analytical skills, attention to detail, basic finance or economics coursework, and familiarity with investment principles. Proficiency in Microsoft Excel, financial modeling tools, and exposure to CRM systems like Salesforce are often expected. Effective communication, discretion, and a proactive attitude help interns succeed in client interactions and team collaboration. These skills are crucial for supporting advisors, conducting research, and building a foundation for a career in wealth management.

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Wealth Management Internship jobs near you
Infographic showing various Wealth Management Internship job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 98% Full Time, and 1% Part Time. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $52,032 per year, or $25 per hour.

Wealth Management Internship

Keating and Associates, Inc

Manhattan, KS • On-site

$15/hr

Temporary

Posted 3 days ago

Job description

At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.
Keating & Associates, Inc.
Wealth Management Intern
We are seeking a Wealth Management Intern to gain meaningful, hands-on experience in financial advising while supporting advisor teams, client relationships, and financial planning workflows across Keating & Associates. The Keating Wealth Management Internr Internship Program is designed to provide practical exposure to financial planning, advisor workflows, and client service environments to support the professional development of aspiring advisors.
As an Wealth Management Intern. you will work alongside experienced advisors and financial planning teams in a hands-on learning environment designed to provide meaningful exposure to advisor responsibilities and financial planning workflows. This internship is designed for individuals who naturally take initiative, move quickly from idea to action, communicate with confidence, and thrive in environments that involve challenge, variety, and performance expectations. Successful interns often demonstrate initiative by contributing ideas that support operational efficiency, workflow improvements, and positive client service experiences.
High-performing interns may be considered for future opportunities within the firm, including advisor career paths, subject to business needs and individual performance. This internship is ideal for individuals with a strong internal drive to lead, perform, and grow into a client-facing advisory career.
This position is non-exempt, located onsite in our Manhattan, KS office and reports to the Internship Manager
Interns will gain hand- on, real word experience in areas including, but not limited to:
  • Supporting advisors with client meeting preparation and follow-up
  • Gathering and organizing client financial information and documentation
  • Assisting with building and updating financial plans in planning software
  • Preparing presentation materials and client-facing deliverables
  • Participating in mock client meetings and assisting with educational financial planning discussions under supervision.
  • Assisting advisor teams with preparing client reporting materials and conducting market and financial planning research.
  • Assisting with audits and data analysis projects
  • Collaborating with advisor teams across the organization
  • Building relationships with professionals and community connections
  • Recommending process improvements and operational efficiencies
  • Adapting quickly to changing priorities and client needs
  • Contributing ideas, tools, and solutions to improve outcomes

As part of the internship experience, interns may also take on new learning opportunities and assist with emerging priorities that help drive client success and organizational growth.
Education
  • Junior standing or higher, currently pursuing a bachelor's degree or minor in Financial Planning, Finance, Business, or a related field.
  • Strategic sales coursework or related business development experience preferred.

Interns will have the opportunity to further develop and apply skills in areas including, but not limited to:
  • Organization: Maintains strong attention to detail while managing multiple priorities and deadlines
  • Communication: Communicates clearly and professionally in written, verbal, and client-facing interactions
  • Initiative: Demonstrates personal drive, coachability, and willingness to take ownership of responsibilities
  • Technology: Proficient in Microsoft Office applications including Excel, Word, and PowerPoint
  • Process Management: Follows structured workflows, timelines, and planning processes with consistency
  • Execution: Completes assignments thoroughly and reliably with strong follow-through and accountability
  • Research: Researches thoroughly, verifies details, and fact-checks information accurately
  • Workflow Coordination: Organizes financial information, documents, and project workflows systematically
  • Client Service: Supports positive, professional, and relationship-focused client experience
  • Teamwork: Collaborates effectively with advisors, planning teams, and cross-functional partners
  • Professionalism: Demonstrates accountability, reliability, integrity, and a strong work ethic
  • Adaptability: Responds effectively to changing priorities and fast-paced environments
  • Growth Mindset: Eager to learn, improve, and grow within a financial planning and advisory environment
  • Problem Solving: Identifies challenges proactively and contributes thoughtful solutions and ideas
Salary Range: $15 per hour
Disclosure: Interns support advisor teams in an educational and supervised capacity and do not provide investment advice or recommendations independently. Any client-related activities are conducted under the supervision of firm personnel.

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