Finance & Banking • Potomac, Maryland, United States
Wealth Management Intern: Plan, Analyze & Learn
Potomac, Maryland, United StatesOn-sitePosted 7 hours ago
Finance & Banking
About the Role
Wealthspire Advisors LLC is seeking a motivated student for a part-time role supporting financial planning and wealth management activities. You will assist in developing client financial plans and in portfolio reviews, while gaining exposure to multiple areas of the business.
The position emphasizes teamwork, communication, and rigorous data analysis, with opportunity to learn from senior advisors. Competitive hourly pay applies, with potential incentives based on performance.
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What You'll Do
Wealthspire Advisors LLC is seeking a motivated student for a part-time role supporting financial planning and wealth management activities.
You will assist in developing client financial plans and in portfolio reviews, while gaining exposure to multiple areas of the business.
The position emphasizes teamwork, communication, and rigorous data analysis, with opportunity to learn from senior advisors.
Competitive hourly pay applies, with potential incentives based on performance.
