Wealth Management Intern

About the Role

• Gain hands-on experience alongside wealth management professionals, including Certified Financial Planners, Chartered Financial Analysts, and Certified Public Accountants.
• Collaborate with multiple client service teams and gain insight into how a Registered Investment Advisor (RIA) helps high-net-worth clients achieve their financial goals.
• Support Wealth Managers with client meeting preparation, long-term financial planning, net worth and cash flow statements, and other financial analyses.
• Develop practical skills and gain a deeper understanding of career opportunities in wealth management through meaningful projects, mentorship, and exposure to teams across the firm.
• 8-week program from early June to end of July in the New York City office.

How You Will Contribute

• Work with experienced CFP professionals on tasks that successfully take you through the financial planning process.
• Gather financial information to prepare net worth and cash flow statements.
• Learn client’s goals, create a customized plan, and make recommendations around investments, insurance, and estate planning.
• Become proficient in using financial planning software.
• Prepare long-term capital sufficiency analyses by inputting client’s financial planning assumptions (personal financial goals, current financial data, tax rates, inflation and investment assumptions) into financial planning software.
• Proactively assist Wealth Managers with client meeting preparation.
• Potential to observe client meetings.
• Participate in training sessions: Personal and Professional Development, Business Development, Investment Strategy and Research.
• Prepare and present mock client meetings, including onboarding and common client life events impacting financial plans.

Requirements & Tech Stack

• Excel and Word proficiency required.
• Financial planning software.

Qualifications

• Working towards a bachelor’s degree.
• Prefer majors in financial planning, accounting, finance, or economics.
• Candidates seeking a Certificate in Financial Planning in the future are welcome.
• Coursework in personal financial planning is a plus (e.g.: retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation).
• Participation in financial planning-related campus clubs, financial planning mentorship programs, or other financial planning organizations.

Skills & Attributes

• Effective communication skills – both written and verbal.
• Initiative-taking with good judgment and integrity.
• Impeccable ability to maintain confidentiality.
• A collaborator.

Additional Information

• Industry experience will apply towards CFP experience requirement.
• Hybrid work arrangement.
• Social opportunities with Aspiriant professionals and local leaders in the industry.
• Networking opportunities with Aspiriant Wealth Managers from across the country.
• Potential to work for the firm in the future.
• Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees to disclose securities holdings and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.