Wealth Management Intern (Financial Planning) jobs in United States
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Calamos Investments · 2 months ago

Wealth Management Intern (Financial Planning)

positionNaperville, Illinois, United States
timeInternship
remoteOnsite
seniorityIntern
money$22/hr - $22/hr

Calamos Investments is a financial services firm specializing in wealth management. The Financial Planning Intern will assist the Wealth Strategy team by providing support in the financial planning process and gaining hands-on experience with clients through meetings and case studies.

AdviceConsultingFinanceFinancial Services
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Work & Life Balance
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H1B Sponsor Likelynote

Responsibilities

Work with team members to understand client and prospect goals/objectives
Observe team members in the data gathering process for plan creation
Observe and interact with team members in analyzing client scenarios and developing recommendations
Facilitating team members in the creation preliminary wealth assessments and private wealth plans within eMoney
Help team members prepare for client reviews
Research and assist in financial planning key initiatives i.e. procedures, KPIs, review and update collateral material, etc
End-of-Summer assessment with wealth planning team and presentation to broader Calamos Wealth Management

Qualification

Financial planningWealth managementEMoneyMicrosoft OfficeEntrepreneurial spiritProject managementAttention to detailIntegrity

Required

Demonstrated interest within wealth management and financial planning
Currently enrolled (rising junior or senior) in a Bachelor's degree or MBA program with a minimum 3.0 GPA
Independent and original thinker with strong attention to detail
Strong level of personal integrity, with an entrepreneurial spirit
Intermediate knowledge of Microsoft Office applications – Excel, PowerPoint and Word, etc

Company

Calamos Investments

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Calamos Investments is a global investment firm committed to excellence in investment management and client services.
dateFounded in 1977
location
Naperville, Illinois, USA
people-size201-500 employees
web-link
http://www.calamos.com/

H1B Sponsorship

Calamos Investments 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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (4)
2023 (4)
2022 (5)
2021 (4)
2020 (3)

Funding

Current Stage
Public Company
Total Funding
unknown
2004-10-28IPO

Leadership Team

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John Koudounis
Chief Executive Officer
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Dan Dufresne
Chief Operating Officer
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Recent News

PR Newswire
Calamos Investments in Growth Mode: Expands Strong Leadership Team
2025-12-10
PR Newswire
Calamos Pioneers CAIQ: The First Nasdaq-100 Autocallable Income ETF
2025-11-19
PR Newswire
Calamos Wealth Management Adds Two Senior Wealth Advisors to Lead Regional Offices and Enhance High-Net-Worth Client Services
2025-11-10
Company data provided by crunchbase