Wealth Intern - Fiducient
About The Position
Who We Are: Fiducient Advisors (a Wealthspire company) opened its doors on May 1, 1995, striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, nonprofit organizations, private clients, and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. This begins by providing advice that addresses each client’s unique concerns, obligations, and goals. We operate with over 180 professionals nationwide, supporting our distinct purpose of helping clients prosper. We strive for professional satisfaction by upholding our firm guideposts by ensuring we check egos at the door, take accountability, and are thoughtfully driven. Summary: Our 10-week Summer Intern Program is designed to provide students with a challenging and meaningful experience supporting the Fiducient team. The Summer Analyst will participate in a rotational internship across three core business areas within the Chicago office: · Private Wealth / Family Office · Mergers & Acquisitions / Strategic Growth · Financial Institutions (Outsourced Research & OCIO Support) This role is designed to provide broad exposure to the advisory business model- from client-facing wealth management to institutional research and firm-level strategic initiatives- while helping the intern develop a foundational understanding of how a modern advisory firm operates. The intern will sit alongside the respective teams and work directly with senior professionals on real-time projects.
Requirements
- Rising junior or senior undergraduate student (Finance, Economics, Accounting, or related field preferred)
- Interest in wealth management, investment consulting, or financial services
- Ability to work independently and collaboratively in a collegial environment.
- Professional communication skills (written and verbal)
- Strong analytical skills with a keen attention to detail, organization skills and time management skills
- Knowledge and experience with Microsoft Office products such as Word, PowerPoint and Excel
Responsibilities
- Assist with preparation of client meeting materials and portfolio summaries
- Conduct investment and market research to support client discussions
- Support financial planning analysis (cash flow, asset allocation, tax considerations, estate structures)
- Observe client meetings and internal strategy sessions
- Assist with family office initiatives such as reporting, governance materials, or consolidated balance sheet analysis
- Support research on prospective acquisition targets (RIA landscape, trust companies, accounting firms, etc.)
- Assist with industry research and competitive benchmarking
- Help prepare internal memos and presentation materials for leadership discussions
- Conduct preliminary due diligence support (public information gathering, financial summaries, market analysis)
- Track key industry trends in wealth management consolidation
- Assist in summarizing manager research and investment commentary
- Support data compilation and performance reporting
- Help prepare materials for RIA and institutional client meetings
- Conduct research on asset managers, investment strategies, and market themes
- Observe investment committee discussions and research team meetings
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
