NFP, an Aon company · 1 month ago
Wealth Management Intern
New York, New York
Internship
Onsite
Intern
$20/hr - $27/hrNFP, an Aon company, is a wealth management firm based in New York City. They are seeking a Wealth Management Intern to assist with client financial plans, portfolio construction projects, and investment research while gaining practical experience in the wealth management industry.
ConsultingFinanceProperty & Casualty InsuranceFinancial ServicesInsuranceInsurTechWealth Management
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
Required
Pursuing Bachelor's Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP
Rising senior with graduating in May 2027
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
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
In addition to the base salary, this position may be eligible for performance-based incentives.
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
Founded in 1999
5001-10000 employees
H1B Sponsorship
NFP, an Aon company 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
7%
Represents job field similar to this job
Accounting and Finance
Engineering and Development
Human Resources
Customer Service and Support
Product Management
Management and Executive
Trends of Total Sponsorships
*2025 (7)
2024 (2)
2023 (4)
2022 (10)
2021 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Coverager - Insurance news and insights
2026-07-15
2026-07-15
2026-07-14
Company data provided by crunchbase