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Wealth Management Internship information

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$9

$23

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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:

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For Wealth Management Internship jobs in Boca Raton, FL, the most frequently searched job titles are:

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The top searched job categories for Wealth Management Internship jobs in Boca Raton, FL are:

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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.

Intern, High Net Worth (Private Client Services Tax) - Summer 2027

Alvarez & Marsal

West Palm Beach, FL • On-site

$40/hr

Temporary, Internship

Posted 3 days ago

New

Alvarez & Marsal rating

7.2

Company rating: 7.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

53rd of 72 rated business consultants

Job description

Description
High Net Worth (Private Client Services Tax) - Summer 2027
Start Season & Year: Summer 2027
Earliest Graduation Date: December 2027
Latest Graduation Date: June 2028
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
We're currently growing one of our Federal Tax specialty areas, Our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking an Intern to join our team.
How you will contribute
As an Intern within Private Client Services, Tax you will:
  • Assist with providing tax and consulting services to high-net-worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax
  • Assist with tax compliance for individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114
  • Support a multidisciplinary team, assisting with tax-planning responsibilities for individual clients
  • Assist with identifying, researching, and providing analysis on a wide range of complex tax issues
  • Attend client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations
  • Assist with creating deliverables that are concise, complete and address the elements deemed critical by the client
  • Seek out opportunities to understand others' experiences, perspectives and differences
  • Build internal relationships with other members of the Tax team
Qualifications:
  • Must be enrolled in an accredited college or university and pursuing the following degrees/majors: Bachelors and/or Master's in business administration, accounting, finance, taxation or other relevant field
  • Definitive plans for meeting minimum educational requirements for CPA eligibility and licensure in the state of your assigned office location
  • Excellent verbal and written communication skills and ability to articulate complex information
  • Excellent research, writing, and analytical skills
  • Experience with all Microsoft Office products (with an emphasis on Excel)
  • Experience with GoSystems, OneSource, and research software preferred
  • Ability to simultaneously work on several projects and effectively manage deadlines
  • High motivation to learn and grow
  • Detail-oriented and possess strong organizational skills
  • Must be authorized to work in the US without the need for employment-based sponsorship now or in the future. A&M will not sponsor applicants for US work visa status for this role
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career. We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Compensation Statement
The hourly rate is $40 per hour.
Benefits Summary
Interns are not eligible to participate in Alvarez & Marsal's fringe benefits programs. Click here for more information regarding A&M's benefits programs.

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