2026 Accounting Intern - Wealthspire (Melville, NY)
About The Position
Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com. Internship Description: Our 10-week Summer Intern Program is designed to provide students a challenging, meaningful and supportive experience that replicates the experience of being a full-time Wealthspire Associate. Summer Intern orientation offers a thorough overview of the firm and the opportunity to learn from several senior leaders. Following our two-week training, interns are given day-to-day responsibilities and summer long projects to contribute throughout their time at Wealthspire. The program also includes challenges, mentoring, philanthropic and networking opportunities. Wealthspire is highly committed to the summer intern program and considers it the primary pipeline for our Associate program.
Requirements
- Pursuing Bachelor’s Degree in Accounting, Finance, Economics or related field aligned with CPA.
- Great attention to detail with the ability to adapt quickly to change.
- Ability to work in a fast-paced team environment to the highest levels of quality and communicate problems and/or concerns in a timely fashion.
- Excellent ability to multi-task.
- Effective written and oral communication skills and excellent interpersonal skills required.
- Knowledge and expertise in Microsoft office products and internet.
- Entrepreneurial spirit and “roll up your sleeves” work ethic.
- Enthusiastic and reliable.
Nice To Haves
- Knowledge of QuickBooks accounting software is preferred.
Responsibilities
- Scanning/filing/Ad Hoc projectsâ¯
- Enterâ¯transactions from Bank and Creditâ¯Cardâ¯activityâ¯
- Enter client disbursements intoâ¯Quickbooksâ¯
- Enter client receipts intoâ¯Quickbooksâ¯and reconcile receipts journalâ¯
- Work with bookkeeper to learn how to prepare cash flow reportsâ¯
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
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What This Job Offers
Career Level
Intern
Number of Employees
1,001-5,000 employees
