2027 Wealth Intern

About the Role

Wealthspire is a leading wealth management, retirement advisory, and business management firm. Our 10-week Summer Intern Program provides students with a challenging and meaningful experience supporting the Fiducient team in the Chicago office. The Summer Analyst will participate in a rotational internship across three core business areas, gaining broad exposure to the advisory business model and developing a foundational understanding of how a modern advisory firm operates. The intern will work directly with senior professionals on real-time projects.

Key Responsibilities

Private Wealth / Family Office

• Assist with preparation of client meeting materials and portfolio summaries
• Conduct investment and market research to support client discussions
• Support financial planning analysis (cash flow, asset allocation, tax considerations, estate structures)
• Observe client meetings and internal strategy sessions
• Assist with family office initiatives such as reporting, governance materials, or consolidated balance sheet analysis

M&A / Strategic Growth

• Support research on prospective acquisition targets (RIA landscape, trust companies, accounting firms, etc.)
• Assist with industry research and competitive benchmarking
• Help prepare internal memos and presentation materials for leadership discussions
• Conduct preliminary due diligence support (public information gathering, financial summaries, market analysis)
• Track key industry trends in wealth management consolidation

Financial Institutions / Research

• Assist in summarizing manager research and investment commentary
• Support data compilation and performance reporting
• Help prepare materials for RIA and institutional client meetings
• Conduct research on asset managers, investment strategies, and market themes
• Observe investment committee discussions and research team meetings

Requirements & Tech Stack

• Microsoft Office products (Word, PowerPoint, Excel)

Qualifications

• Rising junior or senior undergraduate student ( Finance, Economics, Accounting, or related field preferred )
• Interest in wealth management, investment consulting, or financial services
• Ability to work independently and collaboratively in a collegial environment
• Professional communication skills (written and verbal)
• Strong analytical skills with a keen attention to detail, organization skills, and time management skills
• Ability to lift and carry materials weighing up to 25 pounds, with reasonable accommodations available.

The hourly range for this position is $20.00 – $22.00 per hour.