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Wealth Management Internship Jobs (NOW HIRING)

Mariner

Wealth Advisor

West Des Moines, IA · On-site

$75K - $120K/yr

... mentoring interns, etc. * Excellent organizational and time management skills in a high energy ... All Wealth Advisors must have a clean U4 with no disclosures. #LI-MK1 #LI-Hybrid We welcome your ...

Mariner

Wealth Advisor

New York, NY · On-site

$120K - $145K/yr

... mentoring interns, etc. * Excellent organizational and time management skills in a high energy ... All Wealth Advisors must have a clean U4 with no disclosures. #LI-MK1 We welcome your interest in ...

Mariner

Wealth Advisor

Sioux Falls, SD · On-site

$85K - $100K/yr

... mentoring interns, etc. * Excellent organizational and time management skills in a high energy ... All Wealth Advisors must have a clean U4 with no disclosures. #LI-MK1 We welcome your interest in ...

Mariner

Wealth Advisor

San Diego, CA · On-site

$100K - $150K/yr

... mentoring interns, etc. * Excellent organizational and time management skills in a high energy ... All Wealth Advisors must have a clean U4 with no disclosures. #LI-JS1 #LI-Hybrid We welcome your ...

CAPTRUST

Fall Wealth Management Intern

Sacramento, CA

$17 - $24/hr

CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in ...

CAPTRUST

Fall Wealth Management Intern

Sacramento, CA · On-site

$17 - $24/hr

CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in ...

CAPTRUST

Fall Wealth Management Intern

Sacramento, CA

$17 - $24/hr

CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in ...

PNC Bank

PNC Wealth Management Summer Intern

Pittsburgh, PA

$17.25 - $22.50/hr

The internship program enables you toobserveand explore financial planning, relationship building, product, and operations. Receive firsthand exposure to PNC Wealth Management's winning strategy ...

PNC

PNC Wealth Management Summer Intern

Pittsburgh, PA

$17.25 - $22.50/hr

The internship program enables you to observe and explore financial planning, relationship building, product, and operations. Receive firsthand exposure to PNC Wealth Management's winning strategy ...

New

PNC Bank

PNC Wealth Management Summer Intern

Pittsburgh, PA

$17.25 - $22.50/hr

The internship program enables you toobserveand explore financial planning, relationship building, product, and operations. Receive firsthand exposure to PNC Wealth Management's winning strategy ...

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Wealth Management Internship information

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How much do wealth management internship jobs pay per hour?

As of Aug 17, 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, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $52,032 per year, or $25 per hour.

Wealth Advisory Analyst - Vigilant Wealth Management

Hightower

Portland, ME • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Job description

Your Future Team
Vigilant Wealth Management, a Hightower advisory practice with approximately $3.8 billion in assets under management as of June, 2026, is hiring an early-career Wealth Advisory Analyst to join our Portland, ME or Portsmouth, NH team. This role is designed for a recent college graduate who wants to build a long-term career in wealth management and client advisory work with a focus on financial planning and relationship building.
You will work directly with experienced Wealth Advisors and Client Relationship Associates, learn how high-net-worth families are advised, support client planning and service work, and build the technical and professional foundation needed to grow into a broader advisory role over time.
This is a hybrid position based in either our Portland, ME or Portsmouth, NH office, with work-from-home flexibility and occasional travel between offices for team meetings, training, or client-related work. You will report to the Principal.
Why This Role
You will be a fit for this role if you are a recent graduate who is intellectually curious, detail-oriented, service-minded, and interested in building a long-term career in wealth management. You do not need prior experience with every system or process listed below. We are looking for strong judgment, professionalism, follow-through, communication skills, and a willingness to learn.
What You'll Learn
  • How high-net-worth individuals and families are served by an independent-minded wealth advisory practice
  • How wealth planning, investment portfolios, tax considerations, estate planning, and client goals come together in an advisory relationship
  • How advisors prepare for client, prospect, and center-of-influence meetings
  • How account onboarding, transfers, money movements, gifting, custodian workflows, and account maintenance operate
  • How advisors build trust, retain clients, and grow long-term relationships
  • How to use industry platforms, including CRM, custodial, and planning tools
  • How compliance, documentation, confidentiality, and data integrity shape the advisory process

What You'll Do
  • Support Wealth Advisors and their books of business by helping prepare for client, prospect, and center-of-influence meetings
  • Help create and update client wealth plans, meeting materials, presentations, and required paperwork
  • Support inbound wealth planning tasks and participate in the Wealth Advisory Committee and Sales Committee
  • Help onboard new clients by preparing account-opening documents and coordinating with clients, advisors, and custodians for an accurate and efficient onboarding process
  • Learn the operational foundation of wealth management by working with custodial platforms such as Schwab and Fidelity to support account openings, money movements, gifting, transfers of assets, and account maintenance
  • Maintain internal client files and help ensure client data is current, accurate, and consistent across technology platforms
  • Work with related professional advisors, including CPAs, estate attorneys, insurance agents, and other centers of influence
  • Help coordinate advisor and client workflows, including meeting preparation, scheduling, follow-up tracking, and ensuring advisors have the information needed to deliver a positive client experience
  • Support client retention by helping track client service standards and prompting follow-up
  • Monitor publications and public information to identify prospective clients, client-relevant developments, and potential marketing or networking opportunities
  • Begin developing professional networking skills and learn how advisors build long-term relationships with clients, prospects, and centers of influence
  • Understand and follow our compliance, confidentiality, and client-service responsibilities

What You'll Bring
Required qualifications:
  • Bachelor's degree in finance, economics, business, accounting, or a related field
  • Clear written and verbal communication skills
  • Interest in wealth management, financial planning, investments, or client advisory work
  • Professional judgment and discretion with confidential client information
  • Comfort learning new technology platforms and workflows
  • Work collaboratively in a team-oriented environment

Helpful, but not required:
  • Internship, coursework, or student-organization experience related to finance, investments, accounting, economics, client service, sales, or business development
  • Familiarity with Microsoft Office, especially Excel and PowerPoint
  • Exposure to CRM systems, Salesforce, Tamarac, Schwab, Fidelity, WebEx, or financial planning software
  • Presentation experience through coursework, internships, athletics, clubs, or prior work experience

Career Path and Development
This role is intended to be a launch point into wealth management. Over time, you may develop toward more senior independent wealth advisory positions. You will receive hands-on training in client service, financial planning workflows, custodial platforms, CRM systems, compliance, advisor preparation, and professional communication.
You will gain exposure to the full client-service lifecycle and learn how a high-performing advisory team serves clients, manages relationships, and grows the business over ti
What We Offer
  • Great office locations in downtown Portsmouth and Portland
  • Annual base salary of $60,000 plus bonus plan
  • Excellent benefits, including health, dental, and vision insurance
  • HSA and FSA options
  • 401(k)
  • Employer-paid life and disability insurance
  • Generous PTO plan
  • Bi-annual company events
  • Mentorship from experienced advisors and client-service professionals
  • Exposure to client meetings and advisory work early in your career
  • Training on wealth management platforms and workflows
  • Supportive team environment with a clear path for professional growth

Hightower's Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
#LI-Hybrid

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