2026 Wealth Management Intern - New York City, NY

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If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information 2026 Wealth Management Intern - New York City, NY below matches your qualifications.

2026 Wealth Management Intern - New York City, NY

New York, NY, US

Who We Are

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. 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.

Internship Description:

Our 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.

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

 Qualifications:

• Pursuing Bachelor's Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP

• Rising senior with graduating in May 2027

• 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.

 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 

Diversity, Equity, Inclusion, and Belonging at Wealthspire:

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

• Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
• Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
• Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

The hourly range for this position is $20.00 - $27.00 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You… Better. Together.

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

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the 2026 Wealth Management Intern - New York City, NY job info - NFP New York City, NY above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies 2026 Wealth Management Intern - New York City, NY job info - NFP New York City, NY in 2025-10-03 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via form this bottom.