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Wealth Management Internship Jobs (NOW HIRING)

Ceritypartners

Wealth Management Internship

Austin, TX · On-site

$17.50 - $23/hr

... our Wealth Management team for the summer of 2027. This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional ...

KeyBank

$23/hr

The Key Wealth Management Advisory Services Internship is a 10.5-week, wealth planning experience that immerses the intern in the goals-based planning process - from the discovery conversation to ...

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How much do wealth management internship jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for wealth management internship in the United States is $25.02, according to ZipRecruiter salary data. Most workers in this role earn between $14.18 and $27.88 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.
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Wealth Management Internship jobs near you
Infographic showing various Wealth Management Internship job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $52,032 per year, or $25 per hour.

Wealth Management Internship

Ceritypartners

Austin, TX • On-site

$17.50 - $23/hr

Part-time

Posted 11 days ago

Key responsibilities

  • Shadow and assist Financial Advisors with preparation of financial documents and performance reports

  • Utilize CRM and financial planning software systems to support client and portfolio management activities

  • Perform research on stocks, bonds, and other securities using various investment software and participate in investment meetings

Job description

Are you a college student looking for a summer internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others?If yes, we believe you could be an outstanding fit for our summer internship experience.

Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2027.

This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.

Primary Responsibilities:

  • Shadow and participate in various types of client presentations
  • Utilize CRM and financial planning software systems
  • Opportunity to obtain e-Money Certification
  • Shadow and assist Financial Advisors with preparation of financial documents and performance reports
  • Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, Riskalyze, etc.
  • Utilize back-end portfolio management software to assist in the organization of account linkups and portfolio maintenance
  • Participate and present in Investment Committee and portfolio subcommittee meetings
  • Learn about and participate in portfolio optimization, rebalancing, and backtesting
  • Conduct independent research and build spreadsheets for financial planning opportunities
  • Work with a team virtually to create a financial planning project or other projects
  • Other duties as assigned.

Required Qualifications:

  • Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
  • Majoring in Financial Planning, Finance, Accounting, or related business degree
  • Be proficient in Microsoft Office Applications
  • Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
  • Identify with Cerity Partner's mission and demonstrate our core values

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:

  • Direct exposure to senior leadership and decision-makers.
  • The opportunity to work at one of the fastest-growing RIAs in America.
  • Hands-on training to build and strengthen wealth management and financial planning skills.
  • Experience within a culture that values collaboration, curiosity, and excellence.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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