Wealth Management Intern (Wealthspire) - 2024 Summer Internship

Milwaukee, Wisconsin
Nov 06, 2023
Jan 06, 2024
Employment Type
Full Time
Experience Level
CFP® Certification
Not necessary

Who We Are

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 250 employees serving clients from 20 offices in 11 states. 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.


Our 8 to 9 weeks 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. 

Internship Description  

  • 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 firm‐wide initiatives 
  • Assist in the review and allocation of 529 college savings plans 
  • Research client issues as directed and present data 


  • Pursuing Bachelor’s Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP with a graduation date before June 2025
  • 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


  • 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 

We’re part of NFP, a six-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. NFP is a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.


NFP and You... Better. Together.

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.