... and wealth management clients while gaining hands-on experience with the SMArtX platform. You'll ... internships, part-time roles, or academic projects in financial services, technology, or customer ...
... and wealth management clients while gaining hands-on experience with the SMArtX platform. You'll ... internships, part-time roles, or academic projects in financial services, technology, or customer ...
... and wealth management clients while gaining hands-on experience with the SMArtX platform. You'll ... internships, part-time roles, or academic projects in financial services, technology, or customer ...
... and wealth management clients while gaining hands-on experience with the SMArtX platform. You'll ... internships, part-time roles, or academic projects in financial services, technology, or customer ...
... and wealth management clients while gaining hands-on experience with the SMArtX platform. You'll ... internships, part-time roles, or academic projects in financial services, technology, or customer ...
... and wealth management clients while gaining hands-on experience with the SMArtX platform. You'll ... internships, part-time roles, or academic projects in financial services, technology, or customer ...
Investment Associate (Financial Services)
Boca Raton, FL · On-site
$30K - $61K/yr
Interest in financial markets, investing, and wealth management Position Preferences (if applicable) * Prior internship, sales, finance, or customer service experience * Entrepreneurial mindset ...
Quick apply
Investment Associate (Financial Services)
Boca Raton, FL · On-site
$30K - $61K/yr
Interest in financial markets, investing, and wealth management Position Preferences (if applicable) * Prior internship, sales, finance, or customer service experience * Entrepreneurial mindset ...
... wealth management, and institutional investments. Interns will work directly with the Relationship Team and senior management to support daily operations related to underwriting (portfolio ...
... wealth management, and institutional investments. Interns will work directly with the Relationship Team and senior management to support daily operations related to underwriting (portfolio ...
... internship programs, and what the difference between the programs are! We will be showcasing our ... In our Private Banking team, we partner with our clients to manage, grow, and preserve their wealth ...
... internship programs, and what the difference between the programs are! We will be showcasing our ... In our Private Banking team, we partner with our clients to manage, grow, and preserve their wealth ...
... internship programs, and what the difference between the programs are! We will be showcasing our ... In our Private Banking team, we partner with our clients to manage, grow, and preserve their wealth ...
... internship programs, and what the difference between the programs are! We will be showcasing our ... In our Private Banking team, we partner with our clients to manage, grow, and preserve their wealth ...
Brooke McKernan, Wealth Management Advisor: * How long with NM? Since 2003. * Previous experience ... Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep ...
Quick apply
Brooke McKernan, Wealth Management Advisor: * How long with NM? Since 2003. * Previous experience ... Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep ...
As a PNC Intern, you willparticipatein a "best-in-class" internship program. During this 10-week ... The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth ...
As a PNC Intern, you willparticipatein a "best-in-class" internship program. During this 10-week ... The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth ...
Sales Advisor Career Changer Opportunity
West Palm Beach, FL · On-site
$85K - $110K/yr
Brooke McKernan, Wealth Management Advisor: * Time with NM: Since 2003. * Previous experience ... Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep ...
Quick apply
Sales Advisor Career Changer Opportunity
West Palm Beach, FL · On-site
$85K - $110K/yr
Brooke McKernan, Wealth Management Advisor: * Time with NM: Since 2003. * Previous experience ... Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep ...
Financial Planner with Healthcare Background
West Palm Beach, FL · On-site
$85K - $95K/yr
Brooke McKernan, Wealth Management Advisor: * How long with NM? Since 2003. * Previous experience ... Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep ...
Quick apply
Financial Planner with Healthcare Background
West Palm Beach, FL · On-site
$85K - $95K/yr
Brooke McKernan, Wealth Management Advisor: * How long with NM? Since 2003. * Previous experience ... Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep ...
Client Advisor Seeking Former Athlete
West Palm Beach, FL · On-site
$70K - $95K/yr
Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep ... Brooke McKernan, Wealth Management Advisor: * How long with NM? Since 2003. * Previous experience?
Quick apply
Client Advisor Seeking Former Athlete
West Palm Beach, FL · On-site
$70K - $95K/yr
Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep ... Brooke McKernan, Wealth Management Advisor: * How long with NM? Since 2003. * Previous experience?
Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep ... Brooke McKernan, Wealth Management Advisor: How long with NM? Since 2003. Previous experience?
Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep ... Brooke McKernan, Wealth Management Advisor: How long with NM? Since 2003. Previous experience?
Tax Senior
Boca Raton, FL · On-site
... Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You'll ... Manage engagement budgets effectively * Assist in training and mentoring interns and staff
Tax Senior
Boca Raton, FL · On-site
... Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You'll ... Manage engagement budgets effectively * Assist in training and mentoring interns and staff
Tax Senior
Boca Raton, FL · On-site
... Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You'll ... Manage engagement budgets effectively * Assist in training and mentoring interns and staff
Quick apply
Tax Senior
Boca Raton, FL · On-site
... Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You'll ... Manage engagement budgets effectively * Assist in training and mentoring interns and staff
Tax Manager - Ultra High Net Worth
Fort Lauderdale, FL · On-site
$106K - $139K/yr
Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer ... The salary range (or starting rate for interns and associates) for this role represents numerous ...
Tax Manager - Ultra High Net Worth
Fort Lauderdale, FL · On-site
$106K - $139K/yr
Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer ... The salary range (or starting rate for interns and associates) for this role represents numerous ...
Wealth Management Internship information
See Boca Raton, FL salary details
$13.65 is the 25th percentile. Wages below this are outliers.
$9.39 - $13.74
26% of jobs
The median wage is $17.44 / hr.
$13.74 - $18.09
29% of jobs
$18.09 - $22.44
17% of jobs
$23.96 is the 75th percentile. Wages above this are outliers.
$22.44 - $26.79
11% of jobs
$26.79 - $31.14
5% of jobs
$31.14 - $35.49
4% of jobs
$35.49 - $39.84
3% of jobs
$39.84 - $44.19
1% of jobs
$44.19 - $48.54
2% of jobs
$48.54 - $52.89
1% of jobs
$52.89 - $57.24
1% of jobs
$9
$23
$57
How much do wealth management internship jobs pay per hour?
As of Aug 15, 2026, the average hourly pay for wealth management internship in Boca Raton, FL is $23.82, according to ZipRecruiter salary data. Most workers in this role earn between $13.51 and $26.56 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?
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 Boca Raton, FL?
The most popular types of Wealth Management jobs in Boca Raton, FL are:
What are popular job titles related to Wealth Management Internship jobs in Boca Raton, FL?
For Wealth Management Internship jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Wealth Management Internship jobs in Boca Raton, FL look for?
The top searched job categories for Wealth Management Internship jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Wealth Management Internship jobs?
Cities near Boca Raton, FL with the most Wealth Management Internship job openings:
Job description
Client Success Associate
Opportunity
SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a Client Success Associate to join our expanding team. This role offers the opportunity to take meaningful steps to grow in your career path while gaining valuable experience in financial services, client success, and investment technology.
As a Client Success Associate, you will provide support to our advisors, brokers, and wealth management clients while gaining hands-on experience with the SMArtX platform. You’ll learn how to onboard new clients, resolve inquiries, and collaborate with internal teams to deliver exceptional client experiences. This role is ideal for someone who is proactive, detail-oriented, and passionate about helping others succeed.
Responsibilities
- Support the onboarding process for new clients, ensuring smooth adoption of the SMArtX platform.
- Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications.
- Assist with account setup, maintenance, and documentation updates.
- Collaborate with internal teams (trading, operations, technology) to resolve client issues.
- Conduct basic client trainings and support workshops to improve platform utilization.
- Track and log client feedback, escalating recurring issues to senior team members.
- Maintain and contribute to training materials, FAQs, and support documentation.
- Build strong client relationships through consistent follow-up and proactive communication.
Qualifications
- Bachelor’s degree preferred (Business, Finance, or related field a plus).
- 0–1 year of professional experience; internships, part-time roles, or academic projects in financial services, technology, or customer service are a plus.
- Strong communication and interpersonal skills.
- Highly organized, detail-oriented, and able to manage multiple priorities.
- Comfortable learning new technology platforms and processes quickly.
- Proficient in Microsoft Office Suite, including Microsoft Excel.
- Team-oriented, proactive, and eager to grow in a client-facing career.
Why Join SMArtX?
Founded in 2018, SMArtX Advisory Solutions is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. We offer a professional yet relaxed atmosphere where motivated individuals thrive, learn, and grow alongside a team of dynamic professionals.
Employment Type: FULL_TIME
About SMArtX Advisory Solutions
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
West Palm Beach, FL, US
Year founded
2017