Intern
$14.50 - $19.25/hr
Internships are intended to be positions that are for limited duration, with a maximum duration ten months. * Strong desire to gain further understanding of the global wealth management business.
$14.50 - $19.25/hr
Internships are intended to be positions that are for limited duration, with a maximum duration ten months. * Strong desire to gain further understanding of the global wealth management business.
$14.50 - $19.25/hr
Internships are intended to be positions that are for limited duration, with a maximum duration ten months. * Strong desire to gain further understanding of the global wealth management business.
... Wealth Management, and facilitates client relationships with Product Specialists in Credit ... Previously held an internship or entry-level role in financial services * Bachelor's degree in ...
... Wealth Management, and facilitates client relationships with Product Specialists in Credit ... Previously held an internship or entry-level role in financial services * Bachelor's degree in ...
... Wealth Management, and facilitates client relationships with Product Specialists in Credit ... Previously held an internship or entry-level role in financial services * Bachelor's degree in ...
... Wealth Management, and facilitates client relationships with Product Specialists in Credit ... Previously held an internship or entry-level role in financial services * Bachelor's degree in ...
Winona Lake, IN · On-site
... wealth management firm which values uncommon client relationships. Multi-asset portfolio ... Financial services, consulting internship, or previous real-world investment management experience ...
Quick apply
Winona Lake, IN · On-site
... wealth management firm which values uncommon client relationships. Multi-asset portfolio ... Financial services, consulting internship, or previous real-world investment management experience ...
Mishawaka, IN · Hybrid
$65K - $100K/yr
... management--while delivering exceptional service long after the placement is made. If you're ... Every employee has equity and participates in long-term wealth-building. * Compensation That ...
Mishawaka, IN · Hybrid
$65K - $100K/yr
... management--while delivering exceptional service long after the placement is made. If you're ... Every employee has equity and participates in long-term wealth-building. * Compensation That ...
$13.43 is the 25th percentile. Wages below this are outliers.
$9.24 - $13.52
26% of jobs
The median wage is $17.17 / hr.
$13.52 - $17.80
29% of jobs
$17.80 - $22.08
17% of jobs
$23.58 is the 75th percentile. Wages above this are outliers.
$22.08 - $26.37
11% of jobs
$26.37 - $30.65
5% of jobs
$30.65 - $34.93
4% of jobs
$34.93 - $39.21
3% of jobs
$39.21 - $43.49
1% of jobs
$43.49 - $47.77
2% of jobs
$47.77 - $52.05
1% of jobs
$52.05 - $56.34
1% of jobs
$9
$23
$56
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.
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.
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.

Responsibilities:
Requirements:
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Sourced by ZipRecruiter
Non-profits
51 - 200 Employees
Denver, CO, US
1872