2027 Wealth Intern - Chicago, IL
About The Position
Wealthspire’s 10-week Summer Intern Program offers students a challenging, meaningful experience supporting the Fiducient team. The intern will rotate across three business areas in the Chicago office: Private Wealth / Family Office, Mergers & Acquisitions / Strategic Growth, and Financial Institutions (Outsourced Research & OCIO Support). The role provides broad exposure to advisory work, from client-facing wealth management to institutional research and firm-level strategic initiatives. The intern will work alongside the respective teams and directly with senior professionals on real-time projects, gaining foundational knowledge of how a modern advisory firm operates and exposure to financial planning and investment management.
Requirements
- Be a rising junior or senior undergraduate student; Finance, Economics, Accounting, or a related field is preferred.
- Interest in wealth management, investment consulting, or financial services.
- Ability to work independently and collaboratively in a collegial environment.
- Professional written and verbal communication skills.
- Strong analytical skills and keen attention to detail.
- Organization and time management skills.
- Knowledge and experience with Microsoft Office products, including Word, PowerPoint, and Excel.
- Ability to lift and carry materials weighing up to 25 pounds, with reasonable accommodations available to support essential job functions.
Nice To Haves
- Undergraduate studies in Finance, Economics, Accounting, or a related field.
Responsibilities
- Assist with preparing client meeting materials and portfolio summaries.
- Conduct investment and market research to support client discussions.
- Support financial planning analysis, including cash flow, asset allocation, tax considerations, and estate structures.
- Observe client meetings and internal strategy sessions.
- Assist with family office initiatives such as reporting, governance materials, and consolidated balance sheet analysis.
- Research prospective acquisition targets, including RIAs, trust companies, and accounting firms.
- Assist with industry research and competitive benchmarking.
- Help prepare internal memos and presentation materials for leadership discussions.
- Support preliminary due diligence through public information gathering, financial summaries, and 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.
- Research 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
