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Wealth Management Internship Jobs in Boca Raton, FL

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

... 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

Fort Lauderdale, FL

... 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

Fort Lauderdale, 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 ...

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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 Jul 27, 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.

How to get a job in wealth management with no experience?

To start a career in wealth management with no experience, focus on gaining relevant skills such as financial analysis and client communication through online courses or certifications like the CFP. Entry-level roles often require a strong academic background and a willingness to learn, and internships or assistant positions can provide valuable industry exposure and networking opportunities.

What is a Wealth Management Internship job?

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.

How much do JP Morgan wealth management interns make?

Wealth management interns at JP Morgan typically earn between $20 and $30 per hour, depending on location and experience. Interns often work full-time during the summer and may receive additional benefits or stipends based on the program structure.

What do you do as a wealth management intern?

A wealth management intern assists financial advisors by conducting research, preparing client reports, and analyzing investment portfolios. They gain experience in financial planning, client communication, and using tools like financial software, often working under supervision during a structured internship program.

What are the key skills and qualifications needed to thrive in the Wealth Management Internship position, 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 or client service experience and certifications like the Series 7 or 63 may have an advantage, and internships typically seek motivated candidates willing to learn and adapt in a professional environment.
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Wealth Management Internship jobs near you
Infographic showing various Wealth Management Internship job openings in Boca Raton, FL as of July 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $49,555 per year, or $23.8 per hour.
Client Success Associate

Client Success Associate

SmartX Advisory Solutions

West Palm Beach, FL

Full-time

Posted 26 days ago

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

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