Wealth Management Analyst Internships
Wealth management analyst internships give university students, recent graduates, and early-career switchers hands-on project experience analyzing portfolios and client data, mentorship from working wealth management analysts, and, at many employers, a path toward a full-time offer. {{top_industries_phrase}} lead in internship volume, with Baird, NFP, and Cerity Partners among the employers posting roles now.
Find InternshipsOverview
Showing 5 of 81+ Wealth Management Analyst Internships
Are you a college student looking for a summer internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others? If yes, we believe you could be an outstanding fit for our summer internship experience.
Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2027.
This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.
Primary Responsibilities:
- Shadow and participate in various types of client presentations
- Utilize CRM and financial planning software systems
- Opportunity to obtain e-Money Certification
- Shadow and assist Financial Advisors with preparation of financial documents and performance reports
- Help support the full financial planning process: discovery, data gathering, plan development, presentation, implementation, and ongoing reviews
- Assist in the design, implementation, and maintenance of discretionary investment portfolios
- Learn and implement basic and advanced income tax planning strategies
- Conduct independent research and build spreadsheets for financial planning opportunities
- Work with a team virtually to create a financial planning project or other projects Other duties as assigned.
Required Qualifications:
- Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
- Majoring in Financial Planning, Finance, Accounting, or related business degree
- Be proficient in Microsoft Office Applications
- Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience Identify with Cerity Partner’s mission and demonstrate our core values
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:
- Direct exposure to senior leadership and decision-makers.
- The opportunity to work at one of the fastest-growing RIAs in America.
- Hands-on training to build and strengthen wealth management and financial planning skills. Experience within a culture that values collaboration, curiosity, and excellence.
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
Are you a college student looking for a summer internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others? If yes, we believe you could be an outstanding fit for our summer internship experience.
Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2027.
This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.
Primary Responsibilities:
- Shadow and participate in various types of client presentations
- Utilize CRM and financial planning software systems
- Opportunity to obtain e-Money Certification
- Shadow and assist Financial Advisors with preparation of financial documents and performance reports
- Help support the full financial planning process: discovery, data gathering, plan development, presentation, implementation, and ongoing reviews
- Assist in the design, implementation, and maintenance of discretionary investment portfolios
- Learn and implement basic and advanced income tax planning strategies
- Conduct independent research and build spreadsheets for financial planning opportunities
- Work with a team virtually to create a financial planning project or other projects Other duties as assigned.
Required Qualifications:
- Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
- Majoring in Financial Planning, Finance, Accounting, or related business degree
- Be proficient in Microsoft Office Applications
- Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience Identify with Cerity Partner’s mission and demonstrate our core values
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:
- Direct exposure to senior leadership and decision-makers.
- The opportunity to work at one of the fastest-growing RIAs in America.
- Hands-on training to build and strengthen wealth management and financial planning skills. Experience within a culture that values collaboration, curiosity, and excellence.
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
Wealth Management Analyst Internship Market
Who's Hiring
- Baird16
- NFP12
- Cerity Partners6
- Brighton Jones6
- Glenmede Trust Company5G
Tips for Your Wealth Management Analyst Internship Search
Apply before the semester ends
Large wealth management firms and wirehouses recruit summer interns the preceding fall, often closing cohort applications before spring semester starts. Smaller firms and co-op programs post closer to their start dates, so check listings throughout the year and treat fall as your primary application window for the following summer.
Build portfolio evidence before you apply
Hiring teams at this level expect limited work history, so your projects carry the most weight. Document two or three complete analyses, financial models, or investment memos, name the tools you used, and make each one viewable. That gives recruiters something concrete to evaluate rather than a resume with no professional context.
Work your campus network and apply directly
Campus career fairs surface structured programs tied to your university, and professors or career center staff often know which employers recruit from your school before roles post publicly. At the same time, apply directly to smaller firms running their own cohorts, since those positions rarely appear through campus channels and your competition pool is narrower.
Practice the actual wealth management analyst intern screen
Intern interviews in this field typically include a markets or investment knowledge conversation, a case or portfolio analysis walkthrough, and behavioral questions. Practice out loud, explaining your reasoning as you go, since interviewers weigh how you think through a client scenario or market question as much as the final answer you land on.
Target structured rotational and cohort programs early
Major wealth management firms and financial services companies run structured intern cohorts designed to train people new to the field, rotating participants through planning, investments, and client service functions. These programs recruit early, fill fast, and often include mentorship and return-offer pipelines, so identify the ones that fit your target firm type and apply in the first wave.
Set your work-type filter before you start
On-site roles are 42% of the wealth management analyst internships listed here. Decide what you can commit to before you search, then filter by location and work type so you're reviewing only roles you can actually accept, not sorting through postings that don't match your situation.
Wealth Management Analyst Internships: Frequently Asked Questions
How do I get a wealth management analyst internship?
Lead with coursework and completed projects rather than work history, since hiring teams expect limited experience at this stage. For wealth management analyst candidates, the concrete artifact is a documented portfolio or analysis sample, such as a financial model, investment memo, or case study, that gives recruiters something tangible to assess. Pair direct applications with campus career fairs, where recruiters often move faster for students they meet in person.
Can a wealth management analyst internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. For wealth management analyst interns, what drives it most is consistent performance on real client or analytical work, team headcount at offer time, and the return-offer decision timeline at that employer. Position yourself well, but keep applying to other opportunities rather than counting on a specific outcome.
When should I apply for wealth management analyst internships?
Earlier than most candidates expect. Large financial services employers and wealth management firms recruit summer interns the preceding fall, often closing cohorts before spring semester begins. Smaller firms, regional practices, and co-op programs post closer to their actual start dates, so internship openings appear throughout the year. Checking listings regularly means you won't miss roles from either type of employer.
Are wealth management analyst internships paid?
Most professional wealth management analyst internships in the United States are paid. Compensation varies by company size, industry segment, and location, and listings show it where the employer chooses to disclose it. Smaller firms and nonprofit-affiliated programs occasionally offer stipends or unpaid arrangements, so read each listing carefully before applying.
What should a wealth management analyst internship resume include?
Lead with projects rather than work history. Include two or three complete, documented projects with the tools you used and where a recruiter can see the work, such as linked financial models, investment analyses, or case study write-ups. Add relevant coursework in finance, economics, or statistics, any certifications in progress such as the SIE, and keep the entire document to one page.
Are there remote wealth management analyst internships?
Yes. Remote and hybrid roles make up 58% of the wealth management analyst internship listings here, with the rest on-site. Remote cohorts fill quickly once they open, so apply early and filter by work type to see them before they close.
What is a wealth management associate internship program?
Several large wirehouses and regional broker-dealers run structured associate or financial advisor development internships that rotate interns through client service, planning, and investment operations. These programs target people new to the field, recruit early in the academic year, and are competitive. Identify the programs that match your target firm type and apply in the first application wave.
Can international students get wealth management analyst internships?
Yes. F-1 students can intern through CPT while enrolled or through OPT work authorization after finishing a degree, and the employer does not have to file anything for either, so many companies are open to international interns. Confirm your eligibility and timing with your university's international student office before accepting an offer.
See All 81 Wealth Management Analyst Internship Jobs
Find roles that match your experience and apply in just a few clicks.
Find Internships