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Wealth Management Internship Jobs in Virginia (NOW HIRING)

ProspectBlue

Client Services Associate

Richmond, VA · On-site

$50K - $60K/yr

Salary will be dependent on prior industry experience, internships, educational background, and qualifications. If you're ready to start your career in wealth management and grow into a Client ...

New

Equitable

Future Advisor Training Program

Richmond, VA · On-site +1

$22/hr

Interns work alongside experienced Financial Professionals, gaining exposure to Wealth Management, Financial Protection solutions, and Estate Planning strategies while developing the skills and ...

Equitable

Future Advisor Training Program

Richmond, VA · On-site +1

$22/hr

Interns work alongside experienced Financial Professionals, gaining exposure to Wealth Management, Financial Protection solutions, and Estate Planning strategies while developing the skills and ...

Jewish Family Service of Colorado

Intern

Mclean, VA

$12.77 - $19/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.

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Wealth Management Internship information

What is a wealth management internship?

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 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 are the key skills and qualifications needed to thrive in a wealth management internship, 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.

Is it hard to get a wealth management internship?

Securing a wealth management internship can be competitive, often requiring strong academic performance, relevant coursework, and interpersonal skills. Applicants with prior finance knowledge, certifications like the CFA Level I, or experience in customer service may have an advantage, and internships typically seek motivated candidates willing to learn and work in a fast-paced environment.

What do you do as a wealth management internship?

A wealth management internship involves supporting financial advisors by conducting research, preparing client reports, and assisting with investment strategies. Interns gain experience in financial planning, client communication, and using tools like CRM systems and financial software. The role provides practical exposure to the wealth management industry and may require strong analytical and interpersonal skills.

What are the most commonly searched types of Wealth Management jobs in Virginia?

The most popular types of Wealth Management jobs in Virginia are:

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For Wealth Management Internship jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Wealth Management Internship jobs in Virginia look for?

The top searched job categories for Wealth Management Internship jobs in Virginia are:

What cities in Virginia are hiring for Wealth Management Internship jobs?

Cities in Virginia with the most Wealth Management Internship job openings:

Wealth Management Internship jobs near you
Infographic showing various Wealth Management Internship job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution.

Wealth Management Associate - Planning

Mclean, VA • Hybrid

Cassaday & Company
Finance and Insurance • 51 - 200 employees
Learn more about Cassaday & Companyexternal

$65K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago

Job description

POSITION SUMMARY 

 
 

The Financial Planning Analyst provides analytical and administrative support to the Financial Planning team, helping advisors deliver exceptional service to clients and prospective clients. This role is responsible for coordinating schedules, preparing meeting materials, managing communications, and supporting the day-to-day operations that keep the planning process running efficiently. 

You will report directly to the Director of Financial Planning and have regular interaction with senior executives, department heads, financial planners, clients, prospective clients, and staff. 

RESPONSIBILITIES 

The responsibilities of the position include a cross section of Operations and Financial Planning including, but not limited to:  

  • Serve as liaison between financial advisors and their established/prospective clients, responding to their needs in a timely and professional manner.  

  • Schedule and coordinate client and prospect meetings as requested.  

  • Confirm all client and prospect appointments for financial advisors.  

  • Prepare meeting agendas for existing client review meetings.  

  • Prepare and print all materials needed in client review meetings.  

  • Maintain client account records by ensuring all documents are scanned and filed.   

  • Answer incoming phone calls for the firm as needed.   

  • Assist financial advisors with calendar maintenance.  

  • Assist financial advisors manage email traffic as requested.  

  • Provide cross-coverage assistance within the Financial Planning department.  

  • Assist the Director of Financial Planning with projects and tasks as requested.  

REQUIREMENTS 

  • Bachelor’s Degree in Finance, and/or 2 successful internships in the wealth management industry  

  • Must obtain SIE, Series 7, Series 66 and VA Life/Health licenses within the first 120 days of employment.

  • Strong work ethic, client service orientation, job commitment, initiative, organizational skills and attention to detail.  

  • Ability to work with all levels of management and anticipate support requirements  

  • Proficiency with Word, Excel, and Outlook.  

  • Excellent verbal and written communication skills.  

  • Ability to exercise independent judgment with minimal supervision and maintain a high degree of confidentiality regarding organization and personal matters 

Location: This position is based in our McLean, VA office and offers a hybrid work schedule upon successful completion of the introductory period.

Compensation: The anticipated salary range for this position is $65,000–$70,000 annually, commensurate with experience.

ABOUT US

Cassaday & Company manages approximately $8.4 billion in assets for approximately 3,300 households.

Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron's, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.

BENEFITS

  • Healthcare options: including medical, dental, vision, and supplemental
    • Majority of premiums paid for by the firm
  • 401(k) options
  • Paid time off
  • Hybrid work option
  • Health & Wellness Program, including paid gym membership and ongoing employee wellness events
  • Paid parking in covered garage, or monthly public transit subsidy
  • Tax-free Dependent Care Assistance
  • Education & Tuition Assistance and Mentorship programs
  • Company-sponsored employee appreciation events

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