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Wealth Management Internship Jobs in Basking Ridge, NJ

Mariner

Wealth Advisor

New York, NY · On-site

$120K - $145K/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-MK1 We welcome your interest in ...

Mariner

Wealth Planning Analyst

Florham Park, NJ · On-site

$68K - $80K/yr

... Internship experience within a financial planning or wealth management organization. • Commitment to pursuing the Series 65 license within a defined timeframe after hire. Preferred Education and ...

AllianceBernstein

Retirement Associate

New York, NY · On-site

$80K - $86K/yr

Bernstein Global Wealth Management offers a full range of investment services designed to help ... Two years of industry experience is preferred; however, relevant internships with demonstrated ...

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Wealth Management Internship information

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?

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 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.

What are the most commonly searched types of Wealth Management jobs in Basking Ridge, NJ? The most popular types of Wealth Management jobs in Basking Ridge, NJ are:
What job categories do people searching Wealth Management Internship jobs in Basking Ridge, NJ look for? The top searched job categories for Wealth Management Internship jobs in Basking Ridge, NJ are:
What cities near Basking Ridge, NJ are hiring for Wealth Management Internship jobs? Cities near Basking Ridge, NJ with the most Wealth Management Internship job openings:
Wealth Management Internship jobs near you
Infographic showing various Wealth Management Internship job openings in Basking Ridge, NJ as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Wealth Advisor

Mariner

New York, NY • On-site

$120K - $145K/yr

Full-time

Re-posted 3 days ago

Job description

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
  • Effectively work with your team and available resources in support of our clients, executing client requests and updating information
  • Active participant in obtaining new clients in partnership with strategic relationships and community networks
  • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates

Qualifications
  • Bachelor's degree required
  • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
  • Series 65, CFP or CFA required

Skills & Knowledge
  • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients
  • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Demonstrated talent development experience, training new staff, mentoring interns, etc.
  • Excellent organizational and time management skills in a high energy environment to manage multiple priorities
  • Strong attention to detail

Note: All Wealth Advisors must have a clean U4 with no disclosures.
#LI-MK1
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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