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Wealth Management Internship Jobs (NOW HIRING)

Mariner Finance

Wealth Advisor

Brooklyn Heights, NY

... 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 Finance

Wealth Advisor

Oakbrook Terrace, IL · Hybrid

... 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-SU1 #LI-Hybrid We welcome your ...

Mariner Finance

Wealth Advisor

Downers Grove, IL · Hybrid

... 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-SU1 #LI-Hybrid We welcome your ...

Mariner Finance

Wealth Advisor

New York, NY · On-site

... 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 Finance

Wealth Advisor

New York, NY · On-site

... 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 Finance

Wealth Advisor

Woodland Hills, CA · Hybrid

... 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-SU1 #LI-Hybrid We welcome your ...

Mariner Finance

Wealth Advisor

Brooklyn, NY · On-site

... 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

New York, NY · On-site

$115K - $155K/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 ...

NFP

Wealth Management Intern

Melville, NY

$20 - $27/hr

Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner ... Internship Description: Our 8 to 10 week Summer Intern Program is designed to provide students a ...

NFP

Wealth Management Intern

Melville, NY

$20 - $27/hr

Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner ... Internship Description: Our 8 to 10 week Summer Intern Program is designed to provide students a ...

Diversify

Diversify Pathways Internship

Sandy, UT · On-site

$14.25 - $19/hr

This immersive program allows interns to rotate through key functions, including Wealth Management Operations & Back Office, Asset Management & Portfolio Management, and Finance/Accounting, to gain ...

NFP

Wealth Management Intern

Melville, NY · On-site

$20 - $27/hr

Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner ... Internship Description: Our 8 to 10 week Summer Intern Program is designed to provide students a ...

Diversify

Diversify Pathways Internship

Sandy, UT · On-site

$14.25 - $19/hr

This immersive program allows interns to rotate through key functions, including Wealth Management Operations & Back Office, Asset Management & Portfolio Management, and Finance/Accounting, to gain ...

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Wealth Management Internship information

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How much do wealth management internship jobs pay per hour?

As of Jun 9, 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 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 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.

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.

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What cities are hiring for Wealth Management Internship jobs? Cities with the most Wealth Management Internship job openings:
What are the most commonly searched types of Wealth Management jobs? The most popular types of Wealth Management jobs are:
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Wealth Management Internship jobs near you
Infographic showing various Wealth Management Internship job openings in the United States as of May 2026, with employment types broken down into 3% Locum Tenens, 4% Internship, 17% As Needed, 36% Full Time, 27% Part Time, and 13% Temporary. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $52,032 per year, or $25 per hour.
Wealth Advisor

Wealth Advisor

Mariner Finance

Brooklyn Heights, NY

Full-time

Posted 8 days ago

Mariner Finance rating

7.6

Company rating: 7.6 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
  • Effectively work with your team and available resources in support of our clients, executing client requests and updating information
  • Active participant in obtaining new clients in partnership with strategic relationships and community networks
  • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates
Qualifications
  • Bachelor's degree required
  • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
  • Series 65, CFP or CFA required
Skills & Knowledge
  • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients
  • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Demonstrated talent development experience, training new staff, mentoring interns, etc.
  • Excellent organizational and time management skills in a high energy environment to manage multiple priorities
  • Strong attention to detail
Note: All Wealth Advisors must have a clean U4 with no disclosures.
#LI-MK1
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
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