The Wealth Management Intern will have the opportunity to support a collaborative Advisory team while gaining hands-on exposure to holistic financial planning and the client experience. This position requires strong attention to detail, curiosity, a commitment to learning, and the ability to communicate seamlessly across a collaborative team.

Responsibilities:

Client & Advisory Support

• Learn about clients, their goals, and priorities.
• Assist with preparation for client meetings, including gathering information and organizing materials.
• Participate in team meetings and shadow advisors to develop an understanding of the client-advisor relationship.

Holistic Financial Planning

• Gain exposure to comprehensive financial planning.
• Assist with organizing information used in financial planning and client analysis.
• Support the preparation of financial planning materials and client deliverables under supervision.
• Learn how advisors connect different areas of a client’s financial life to develop thoughtful, long-term strategies.

Technology, Compliance & Reporting

• Gain exposure to the technology and systems used for financial planning, client management, and team organization.
• Assist with data cleanup.
• Develop a foundational understanding of compliance and the importance of confidentiality when working with sensitive information.

Learning & Professional Development

• Build knowledge of wealth management and financial planning through firm resources, industry materials, and hands-on experience.
• Develop an understanding of the client journey and how different members of the team contribute to each client relationship.
• Learn how a boutique wealth management firm operates and how collaboration, communication, and attention to detail contribute to a strong team culture.
• Take an active role in learning from advisors and team members across the firm.

Qualifications:

• Working towards a Bachelor’s degree in Business, Finance, Economics, or a related field preferred.
• Graduating in 2028 or sooner.
• Prior internship experience in wealth management, financial services, or a related field a plus.
• Genuine interest in financial planning and helping clients achieve their goals.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite.
• Ability to manage multiple priorities and work effectively in a collaborative environment.
• Proactive learner with strong interpersonal skills and a client-first mindset.
• Strong problem-solving skills and commitment to accuracy.
• Positive, team-oriented attitude and eagerness to contribute to a collaborative firm culture.