Wealth Management Intern: Build Plans & Analyze Portfolios
aonMadison, WI
$20.00–$22.00 per hourAPPLY NOW (opens in a new tab)
Wealth Management Intern: Build Plans & Analyze Portfolios
aonMadison, WI
yesterday
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities$20.00–$22.00 per hour
APPLY NOW (opens in a new tab)About the role
Wealthspire is seeking a driven student for an internship in financial planning. You will assist with client financial plans, support portfolio analysis and reviews, and reconcile and review financial data to ensure accuracy. This role emphasizes integrity, organization, and strong communication, with collaboration across teams to gain exposure to different areas of wealth management. The hourly range is $20.00–$22.00 per hour, with base salary determined case-by-case and potential incentives.
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JOB OVERVIEW
Salary
$20.00–$22.00 per hour
Experience level
Intern
Location
Madison, WI
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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