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Wealthspire · 1 day ago

2026 Wealth Management Intern - Palm Beach, Florida

Palm Beach Gardens, FL

Internship

Onsite

Intern

$18/hr - $24/hr

Start in 2026 Summer

Wealthspire Advisors is an independent registered investment advisory firm based in New York City. They are seeking a Wealth Management Intern to assist with client financial plans, portfolio construction projects, and conduct investment research during their 8-to-10-week Summer Intern Program.

Financial Services

H1B Sponsor Likely

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

Qualification

Finance DegreeFinancial PlanningInvestment ResearchCritical ThinkingCommunication SkillsCollaborationOrganizational Skills

Required

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

Preferred

Pursuing Bachelor's Degree in Finance

Undergraduate or Graduate Program aligned with CFP

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

Company

Wealthspire

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.

Founded in 1995

New York, New York, USA

1001-5000 employees

https://www.wealthspire.com/

H1B Sponsorship

Wealthspire has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2024 (1)