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Wealth Management Internship Jobs in Raleigh, NC

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Wealth Management Internship information

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$24

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How much do wealth management internship jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for wealth management internship in Raleigh, NC is $24.18, according to ZipRecruiter salary data. Most workers in this role earn between $13.71 and $26.95 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 Raleigh, NC?

The most popular types of Wealth Management jobs in Raleigh, NC are:

What are popular job titles related to Wealth Management Internship jobs in Raleigh, NC?

For Wealth Management Internship jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Wealth Management Internship jobs in Raleigh, NC look for?

The top searched job categories for Wealth Management Internship jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Wealth Management Internship jobs?

Cities near Raleigh, NC with the most Wealth Management Internship job openings:

Infographic showing various Wealth Management Internship job openings in Raleigh, NC as of September 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 78% Physical, 2% Hybrid, and 20% Remote job distribution, with an average salary of $50,294 per year, or $24.2 per hour.

Summer 2027 CFO Advisory Intern Raleigh

Raleigh, NC

Cherry Bekaert
Accounting Services • 1 - 5K employees

$32 - $37/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


Cherry Bekaert rating

9.2

Company rating: 9.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz


Job description

Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us.?

Cherry Bekaert's CFO Accounting Advisory team is growing!

As a CFO Accounting Advisory Intern you will:

  • Support the performance of accounting advisory consulting engagements, resolving issues related to events & transactions and accounting policies & procedures

  • Learn about the accounting advisory and consulting field by applying your coursework to real client situations

  • Support project quality control and client engagements from start to finish, including adequate planning, field work, and deliverable composition

  • Maintain a strong client focus by understanding the client's business needs while developing productive working relationships with client personnel to accomplish engagement objectives

  • Provide recommendations regarding our clients' accounting processes and procedures

You will support teams with complex engagements, including, but not limited to:

  • Mergers & Acquisitions

  • Restatements

  • Carve-Outs

  • Crypto Asset (ASU 2023-08) Implementation

  • Data/Business Analytics and Process Automation

  • SEC Reporting including IPO and SPAC Readiness

  • Revenue Recognition

  • Share-based Compensation

  • Lease Standard Implementation (ASC 842)

  • Segment Reporting

  • Post-acquisition support

  • IFRS / US GAAP Conversions

  • Debt and Equity Transactions

  • FP&A and Strategic Financial Analysis

  • Finance Transformation & Process Improvement

What you bring to the role:

  • Juniors pursuing a bachelor's degree, preferably in accounting. Interest in obtaining a CPA is preferred.

  • Curiosity about business operations and the impact of accounting and information systems on key classes of business transactions

  • Interest in technical accounting or accounting processes, procedures and business intelligence

  • Capable of working in a demanding, deadline driven environment with a focus on details and accuracy

  • Solid organizational skills especially ability to meet project deadlines with a focus on details

  • Ability to adapt to rapidly changing environments successfully

  • Willing to pursue relevant professional designations

What you can expect from us:?

  • Shared values, including uncompromising integrity, a passion for excellence,?and mutual respect

  • The opportunity to innovate and do work that motivates and engages you

  • A collaborative environment focused on your career growth and continuous professional development

  • Mentorship and networking experiences with professionals of all levels

Depending upon service line, location, and workload, it is an expectation that summer and winter interns will be able to work approximately 32-40 hours per week and to be available during regular business hours/days either online or in the office.

About Cherry Bekaert:

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. "Cherry Bekaert" is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit?cbh.com/disclosure.

Cherry Bekaert cares about its people. We offer a competitive compensation package where you will be rewarded based on your performance and recognized for the value you bring to our business. The hourly range for this role is $32.00 to $37.00. In addition, we offer a comprehensive, high-quality benefits program which includes medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

Candidates must demonstrate eligibility to work in the United States Cherry Bekaert will not provide work sponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at?cbh.com/careers?and follow us on?LinkedIn,?Glassdoor,?Instagram, Twitter?and Facebook.

2025 Cherry Bekaert. All Rights Reserved.

What you can expect from us:

  • Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect

  • The opportunity to innovate and do work that motivates and engages you

  • A collaborative environment focused on enabling you to further your career growth and continuous professional development

  • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing

  • Flexibility to do impactful work and the time to enjoy your life outside of work

  • Opportunities to connect and learn from professionals from different backgrounds and with different cultures

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognizes the value our people bring to our clients and our Firm. The salary range for this position is listed below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location.

Pay Range:

$32.00 - $37.00

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.

This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.

Candidates must demonstrate eligibility to work in the United States.Cherry Bekaert will not provideworksponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us athttps://careers.cbh.com/ and follow us onLinkedIn,Instagram, Twitterand Facebook.

2026 Cherry Bekaert. All Rights Reserved.


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