Wealth Management Intern (Summer 2026) jobs in United States
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Rehmann · 1 day ago

Wealth Management Intern (Summer 2026)

Rehmann is a firm dedicated to helping associates reach their fullest potential. As a Wealth Management Intern, you will receive mentorship, gain exposure to various clients, and engage in investment research and data analysis to support firm-managed models.

AccountingConsultingFinancial Services
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Culture & Values

Responsibilities

Conduct investment research
Performing account review and data analysis
Participate in projects to transition accounts to firm-managed models using our portfolio management system
Assist with market research and data analysis

Qualification

Investment researchData analysisExcel skillsFinance majorVerbal communicationWritten communicationProblem solvingCritical thinkingMotivation to learnLeadership experience

Required

Pursuit of a finance major and eventual CFP license
Preferred graduation dates with 150 credit hours: December 2025-August 2027
GPA of 3.0 or higher
Initiative and drive exhibited through leadership experiences in work and/or campus extracurriculars
Strong, hands-on Excel skills
Excellent verbal and written communication skills
Advanced problem solving and critical thinking skills
Motivation to continuously learn and improve, easy to coach
Unwavering integrity in all situations
Enthusiasm, eagerness to engage, contribute, and have fun

Preferred

Some work experience (related or unrelated) is preferred

Benefits

Benefits focused on physical and mental health
Paid time off for volunteering and diversity-related activities
Flexible work arrangements

Company

Rehmann

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Rehmann is one of the largest accounting, consulting and financial services firms.

Funding

Current Stage
Late Stage

Leadership Team

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Diana Goetz, CPA, MBA,CGMA
Consultant | CFO Advisor
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Jerald Benjamin
Consultant - CFO Services; Accounting & Business Solutions
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