2026 Wealth Management Intern - (Madison and Milwaukee) Wisconsin
About The Position
Our 8 to 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 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.
Responsibilities
- Assist with the development of client financial plans
- Participate in portfolio construction projects and client portfolio reviews
- Assist with the reconciliation and review of financial data
- Conduct investment research for clients or firmâwide initiatives
- Assist in the review and allocation of 529 college savings plans
- Research client issues as directed and present data
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
Industry
Funds, Trusts, and Other Financial Vehicles
Number of Employees
5,001-10,000 employees
