Wealth Management Intern
NFPNew York, New York, United States
Posted December 19, 2025
40000 - 54000 USD year
Internship
About the Company
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm that provides wealth management services to clients.
Job Description
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm that provides wealth management services to clients. The company is looking for a Wealth Management Intern to assist with client financial plans, portfolio construction, and other tasks.
Requirements
- Pursuing Bachelor’s Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP
- Interest in financial planning and wealth management
- Continuously exhibits personal integrity and professional initiative
- Capacity to think critically and devise creative solutions
- Organized and detail oriented
- Excellent written and verbal communication skills
- Collaborative and able to work effectively with others
Benefits
- Practical experience with broad applications
- Shadowing, mentoring, and training opportunities with seasoned professionals
- Opportunity for full time employment after graduation
- Competitive hourly rate throughout the internship