ZipRecruiter

Log In

1

Wealth Management Internship Jobs in Boca Raton, FL

The Third Group

Staff Accountant

Boca Raton, FL · On-site

$52K - $69K/yr

Public accounting internship or 1-2 years of experience at a Big 4 or national/regional firm * Exposure to [industry, e.g., real estate, financial services, wealth management] a plus * Detail ...

Kaufman Rossin

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

Kaufman Rossin

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

RSM

Tax Manager - Ultra High Net Worth

Fort Lauderdale, FL

$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 ...

next page

Showing results 1-20

All JobsWealth Management JobsWealth Management Internship JobsWealth Management Internship Jobs in Boca Raton, FL

Wealth Management Internship information

See Boca Raton, FL salary details

$9

$23

$57

How much do wealth management internship jobs pay per hour?

As of Aug 21, 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 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 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:

Wealth Management Internship jobs near you
Infographic showing various Wealth Management Internship job openings in Boca Raton, FL as of August 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 100% In-person job distribution, with an average salary of $49,555 per year, or $23.8 per hour.

Wealth Advisor Associate Intern

Mission Wealth Management LP

Hallandale, FL • On-site

$20/hr

Other

Posted 2 days ago

New

Job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor’s degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP!

As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as Wealth Advisor Associate Intern:

  • Work with a high-performing & growth-oriented team of advisors
  • Provide technical financial support to the advisor team
  • Contribute to research projects
  • Create client presentation materials
  • Be exposed to ongoing client service, sales presentations, and new client onboarding
  • Grow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate, Senior Wealth Advisor Associate, and then ultimately a Wealth Advisor role after succeeding in the supporting positions

What You Bring as Wealth Advisor Associate Intern:

  • Self-starter with a proactive approach to asking questions and problem-solving
  • Basic knowledge base across investments, economics, accounting, and financial planning
  • A desire to learn more about the wealth management industry
  • Excellent attention to detail, multi-tasking, and time management skills
  • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
  • Outstanding ability to communicate, present, and influence your team

Duration & Commitment

  • Throughout Senior year
  • The program is designed to provide a pathway to a full-time position after graduation for high-performing interns.

Academic Requirements

  • We are seeking current Seniors graduating in the Spring of 2027

Work Environment

  • This is an in-office internship.
  • We believe working on-site provides the best environment for learning, collaboration, and immersion in our culture.

Schedule

  • Interns typically work 15–29 hours per week.


Job Type: Part-time, hourly, non-exempt

Location: This position is based out of our office in Hallandale Beach. This is an in-office position.

Salary: $20/hour

Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects too!