Intern - Wealth Management jobs in United States
info-icon
This job has closed.
company-logo

MAI Capital Management · 1 month ago

Intern - Wealth Management

MAI Capital Management is a wealth management firm headquartered in Cleveland, OH, offering summer internship placements. The internship program provides real-world experiences in various areas of the firm, allowing interns to work on challenging assignments and gain insights into the Wealth Management industry.

ConsultingFinancial Services
check
Growth Opportunities

Responsibilities

Enjoy your summer with MAI Capital Management in our 2026 Summer Internship Program
Our 10-week program will provide you with the opportunity to work on challenging assignments in an exciting area with one of the nation’s best Wealth Management Firms
As an intern, you will be assigned a mentor/manager, projects and work assignments that will benefit the Firm and provide real-world experiences for you in your specific field of study

Qualification

Investment ManagementFinanceBusinessMicrosoft SuiteAnalytical skillsCommunication skillsOrganizational skillsInterpersonal skillsLeadership qualitiesCreative solutions

Required

The candidate must be a rising Junior or Senior currently enrolled in an Undergraduate or Graduate program in a related field of study
Competitive GPA of 3.3 or higher and strong academic standing in your primary field of study
Strong analytical, conceptual, communications (written and verbal), and organizational skills
Strong interest in Investment Management, Finance, and Business
Proficient in Microsoft Suite (Word, Excel, PowerPoint)
Strong interpersonal skills and individual initiative, self-discipline and integrity, leadership qualities and the ability to develop creative solutions

Company

MAI Capital Management

twittertwitter
company-logo
MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Wealth Partners Capital Group
2021-08-16Acquired
2017-07-10Series Unknown

Leadership Team

leader-logo
James Kacic
Managing Partner & Chief Operating Officer
linkedin
leader-logo
John Zaller
Managing Partner
linkedin
Company data provided by crunchbase