2026 Wealth Management Intern - New York City, NY at NFP

Job Description:

Latest job information from NFP for the position of 2026 Wealth Management Intern - New York City, NY. If the 2026 Wealth Management Intern - New York City, NY vacancy in New York City, NY matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at NFP for the position of 2026 Wealth Management Intern - New York City, NY below matches your qualifications.

New York, NY, US

Who We Are

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Internship Description:

Our 10 week Summer Intern Program is designed to provide students a challenging, meaningful and supportive experience that replicates the experience of being a full-time Wealthspire Associate. Summer Intern orientation offers a thorough overview of the firm and the opportunity to learn from several senior leaders. Following our two-week training, interns are given day-to-day responsibilities and summer long projects to contribute throughout their time at Wealthspire. The program also includes challenges, mentoring, philanthropic and networking opportunities. Wealthspire is highly committed to the summer intern program and considers it the primary pipeline for our Associate program.

Responsibilities:

• Assist with the development of client financial plans 
• Participate in portfolio construction projects and client portfolio reviews 
• Assist with the reconciliation and review of financial data 
• Conduct investment research for clients or firm-wide initiatives 
• Assist in the review and allocation of 529 college savings plans 
• Research client issues as directed and present data

 Qualifications:

• Pursuing Bachelor's Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP
• Rising senior with graduating in May 2027
• Interest in financial planning and wealth management
• Continuously exhibits personal integrity and professional initiative.
• Capacity to think critically and devise creative solutions
• Organized and detail oriented
• Excellent written and verbal communication skills.
• Collaborative and able to work effectively with others.

 Benefits:

• Practical experience with broad applications  
• Shadowing, mentoring, and training opportunities with seasoned professionals  
• Opportunity for full time employment after graduation  
• Competitive hourly rate throughout the internship 

Diversity, Equity, Inclusion, and Belonging at Wealthspire:

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

• Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
• Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
• Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

The hourly range for this position is $20.00 - $27.00 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You… Better. Together.

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.

Job Info:

• Company: NFP
• Position: 2026 Wealth Management Intern - New York City, NY
• Work Location: New York City, NY
• Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information 2026 Wealth Management Intern - New York City, NY at the office New York City, NY above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.