Bethesda, Maryland, United StatesOn-sitePosted 13 hours ago
Finance & Banking
About the Role
Wealthspire is seeking a motivated finance student to assist in preparing client financial plans and supporting portfolio construction. You’ll analyze investments, reconcile data, and conduct research to inform team decisions.
Ideal candidates are pursuing a finance-related degree, possess strong communication and organizational skills, and thrive in a collaborative environment across a growing wealth management firm.
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What You'll Do
Wealthspire is seeking a motivated finance student to assist in preparing client financial plans and supporting portfolio construction.
You’ll analyze investments, reconcile data, and conduct research to inform team decisions.
Ideal candidates are pursuing a finance-related degree, possess strong communication and organizational skills, and thrive in a collaborative environment across a growing wealth management firm.
