Wealth Management Internship

Moneco Advisors • Fairfield, CT

16h

About The Position

Moneco Advisors’ Wealth Management Internship provides students with structured, hands-on exposure to investment research, client service, and financial planning at an independent wealth management firm. Interns work alongside experienced professionals on real projects and complete a financial planning case study from the initial discovery meeting through plan presentation.

The program includes learning across financial products and planning strategies, including mutual funds, ETFs, annuities, insurance, estate planning, and taxation. Interns also participate in educational sessions. The internship is offered for academic credit; in some cases, participants may be eligible for part-time paid roles after the program, although future employment is not guaranteed.

Requirements

• At least two years of college coursework completed; exceptions may be considered.
• GPA of 3.4 or higher; exceptions may be considered.
• Strong written and verbal communication skills; writing samples are required.
• Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Genuine interest in wealth management, client service, and financial planning.
• Ability to work collaboratively and manage independent projects.

Nice To Haves

• Experience with Morningstar, Bloomberg, or CRM systems.

Responsibilities

• Use Morningstar to prepare quarterly investment reports and monitor current holdings.
• Assist with portfolio research supporting advisor decisions and Investment Committee reviews.
• Create social media and digital content supporting the firm’s brand and thought leadership.
• Analyze digital metrics and provide data-driven insights for advisor use.
• Use eMoney, Orion, and Riskalyze to support financial planning and asset allocation.
• Complete a financial planning case study from discovery meeting through plan presentation.
• Use the firm’s CRM system to support client service processes and maintain records.
• Assist in maintaining securities databases and managing workflows.

Benefits

• Academic credit for the internship.
• Structured learning across financial products and planning strategies, including mutual funds, ETFs, annuities, insurance, estate planning, and taxation.
• Participation in educational sessions.
• In some cases, potential eligibility for part-time paid roles following the program; future employment is not guaranteed.

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed