Wealth Management Associate Internships
Wealth management associate internships give university students, recent graduates, and early-career switchers hands-on project experience working alongside working wealth management practitioners and, at many employers, a path toward a full-time offer. Openings cover Insurance, with Baird, NFP, and PIMCO among the employers posting roles now.
Find InternshipsOverview
Showing 5 of 78+ Wealth Management Associate Internships
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
CIBC’s Summer Internship Program is a dynamic, 10-week experience (June through August) designed to complement your academic training and support your career aspirations. Centered around the core theme of Learn, Connect, Grow, the program offers a comprehensive blend of opportunities to expand your skills and professional network.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
As a Private Wealth Intern, you will:
- Relationship Management: Develop client relationships Understand investment strategies and macroeconomic trends deliver exceptional client service
- Wealth Strategy: Learn estate planning, philanthropic advisory, and holistic wealth management
- Business Development: Support sales initiatives Build new business opportunities Strengthen client relationships
- Private Banking: Explore banking solutions, including loans and deposits
- Learn through hands-on assignments, structured training, and exposure to both technical and analytical skill development.
- Connect by networking across the bank, engaging with employees and fellow interns, and meeting with our executive leadership team.
- Grow through mentorship, leadership support, and community outreach, while developing both soft and hard skills essential for your future career.
We are committed to finding and developing interns who will make a positive impact at CIBC. CIBC leaders are dedicated to your success, ensuring you have the tools and support necessary to maximize the robust opportunities available and achieve a rewarding summer experience.
Who You Are
- 3.0 GPA minimum
- Exceptional interpersonal, communication, analytical and problem-solving skills
- Excellent organizational skills and ability to multitask
- To be eligible for this position, you must be authorized to work in the U.S.
- Pursuing a bachelor’s degree, with an expected graduation date between December 2027 and June 2028
HOW YOU’LL SUCCEED
- Collaborative team player with a keen attention to detail
- Proficient in Microsoft Office Suite: Word, PowerPoint, and Excel
- Capable of thriving in a fast-paced, client-focused environment
WHO YOU ARE
- Currently a junior or senior pursuing a major in Business Administration, Economics, Finance, or a related field
- Outstanding communication skills
- Adaptability and agility in dynamic situations
- Strong teamwork and partnership mindset
- Thoroughness in execution and follow-through
- Forward-thinking and strategic approach to problem-solving
- Conceptual thinking and ability to connect ideas to solutions
At CIBC, we offer a competitive total rewards package. This role has an expected hourly rate of $27- $31 per hour for the State of New York market based on experience, qualifications, and location of the position. CIBC offers a full range of benefits and programs to meet our intern's needs; including 401(k) contribution, Paid Time Off (including Sick Leave and Vacation), and Holidays, in addition to other special perks reserved for our team members.
This position does not offer visa sponsorship
At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.
What you need to know
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
California residents — your privacy rights regarding your actual or prospective employment
Expected End Date
2027-08-13We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
CIBC’s Summer Internship Program is a dynamic, 10-week experience (June through August) designed to complement your academic training and support your career aspirations. Centered around the core theme of Learn, Connect, Grow, the program offers a comprehensive blend of opportunities to expand your skills and professional network.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
As a Private Wealth Intern, you will:
- Relationship Management: Develop client relationships Understand investment strategies and macroeconomic trends deliver exceptional client service
- Wealth Strategy: Learn estate planning, philanthropic advisory, and holistic wealth management
- Business Development: Support sales initiatives Build new business opportunities Strengthen client relationships
- Private Banking: Explore banking solutions, including loans and deposits
- Learn through hands-on assignments, structured training, and exposure to both technical and analytical skill development.
- Connect by networking across the bank, engaging with employees and fellow interns, and meeting with our executive leadership team.
- Grow through mentorship, leadership support, and community outreach, while developing both soft and hard skills essential for your future career.
We are committed to finding and developing interns who will make a positive impact at CIBC. CIBC leaders are dedicated to your success, ensuring you have the tools and support necessary to maximize the robust opportunities available and achieve a rewarding summer experience.
Who You Are
- 3.0 GPA minimum
- Exceptional interpersonal, communication, analytical and problem-solving skills
- Excellent organizational skills and ability to multitask
- To be eligible for this position, you must be authorized to work in the U.S.
- Pursuing a bachelor’s degree, with an expected graduation date between December 2027 and June 2028
HOW YOU’LL SUCCEED
- Collaborative team player with a keen attention to detail
- Proficient in Microsoft Office Suite: Word, PowerPoint, and Excel
- Capable of thriving in a fast-paced, client-focused environment
WHO YOU ARE
- Currently a junior or senior pursuing a major in Business Administration, Economics, Finance, or a related field
- Outstanding communication skills
- Adaptability and agility in dynamic situations
- Strong teamwork and partnership mindset
- Thoroughness in execution and follow-through
- Forward-thinking and strategic approach to problem-solving
- Conceptual thinking and ability to connect ideas to solutions
At CIBC, we offer a competitive total rewards package. This role has an expected hourly rate of $27- $31 per hour for the State of New York market based on experience, qualifications, and location of the position. CIBC offers a full range of benefits and programs to meet our intern's needs; including 401(k) contribution, Paid Time Off (including Sick Leave and Vacation), and Holidays, in addition to other special perks reserved for our team members.
This position does not offer visa sponsorship
At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.
What you need to know
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
California residents — your privacy rights regarding your actual or prospective employment
Expected End Date
2027-08-13Wealth Management Associate Internship Market
Who's Hiring
- Baird16
- NFP12
- PIMCO6
- Cerity Partners6
- Brighton Jones6
Top Industries Hiring
- Insurance
Tips for Your Wealth Management Associate Internship Search
Apply in the fall for summer programs
Large wealth management firms and financial services companies open summer internship applications the preceding fall, often closing them before winter. Smaller companies and co-op programs post closer to start dates. Set a calendar reminder for September and check listings consistently from then through spring.
Build a portfolio before you send one application
Hiring teams for wealth management associate interns expect limited work history, so your projects carry the most weight. Document two or three financial analyses, investment research write-ups, or modeled case studies, note the tools you used (Excel, Bloomberg, Python), and make them easy to share via a link or attachment.
Work your campus network and apply directly at the same time
Campus career fairs surface structured programs tied to your university, and your professors and career center staff often know which firms recruit from your school before roles post publicly. Apply directly to smaller wealth management companies running their own cohorts in parallel, since those roles rarely appear through campus channels and have shorter application windows.
Practice your interview format out loud before you apply
Wealth management associate intern screens typically combine behavioral questions with a case or technical component, such as analyzing a hypothetical portfolio or walking through an investment thesis. Practice answering out loud and explaining your reasoning step by step, because interviewers weigh how you think through a problem as much as your final answer.
Target structured rotational programs in your first wave
Many larger wealth management and financial services firms run formal rotational or cohort internship programs designed to train candidates new to the field. These programs recruit early, fill faster than standard roles, and often have defined return-offer processes. Identify the programs that match your background and submit your application before the general market opens.
Set your work-type filter before you start
On-site roles are 44% of the wealth management associate internships listed here. Decide what you can realistically commit to before searching, then filter by location and work type on Migrate Mate so you're reviewing roles you can actually accept rather than sorting through ones that don't fit your situation.
Wealth Management Associate Internships: Frequently Asked Questions
How do I get a wealth management associate internship?
Lead with coursework and projects rather than work history, since hiring teams expect limited experience at the intern level. For wealth management associate candidates, a documented portfolio of financial analyses, investment research write-ups, or modeled case studies gives recruiters something concrete to assess. Pair direct applications with campus career fairs, where recruiters often make faster decisions for students they meet in person.
Can a wealth management associate internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. What actually drives it is consistent performance on real client or analytical work, available headcount on the team, and how early the employer runs its return-offer process. Position for one by treating every project as visible work, but keep your full-time search running in parallel.
When should I apply for wealth management associate internships?
Earlier than most candidates expect. Large financial services employers and wealth management firms recruit summer interns the preceding fall, with some programs closing applications by October or November. Smaller companies and co-op programs post closer to their start dates, so openings appear year-round. Check listings regularly and apply as soon as a role matches your availability.
Are wealth management associate internships paid?
Most professional wealth management associate internships in the United States are paid. Compensation varies by company size, industry segment, and location, and listings show compensation details where the employer chooses to disclose them. Unpaid internships exist but are far less common at established financial services firms.
What should a wealth management associate internship resume include?
Lead with projects rather than work history: highlight two or three documented projects that show financial modeling, portfolio analysis, or client research, naming the tools used and where to find the work, such as a linked case study or published analysis. Add relevant coursework in finance, economics, or investment management. Keep the whole document to one page.
Are there remote wealth management associate internships?
Yes. Remote and hybrid roles make up 56% of the wealth management associate internship listings here, with the rest on-site. Remote cohorts fill fast because they attract applicants from every market, so apply early and filter by work type to see them before they close.
What is a wealth management rotational internship?
Rotational internship programs place interns across multiple teams, such as portfolio management, financial planning, and client services, over a single summer. They are designed for candidates new to the field and are a common structured pipeline at larger wealth management firms. These programs recruit early and are competitive, so identify the ones that fit your background and apply in the first wave.
Can international students get wealth management associate 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 78 Wealth Management Associate Internship Jobs
Find roles that match your experience and apply in just a few clicks.
Find Internships