Posting Description
About the Company
Wealthspire is a leading wealth management, retirementadvisory,and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirementplan advisory services - empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey.Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfastcommitment to putting people first - our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, WealthspireRetirement, LLC, dbaWealthspireRetirementAdvisory,and certain other affiliates are separately registered investment advisers.
Internship Program Overview
Our 10-week Summer Intern Program isdesignedtoprovide students with achallenging and meaningful experience supporting the Fiducient team. The Summer Analyst will participate in a rotational internship across three core business areas within the Chicago office:
Mergers & Acquisitions / Strategic Growth
Financial Institutions (Outsourced Research & OCIO Support)
This role isdesignedtoprovide broad exposuretothe advisory business model- from client-facing wealth management to institutional research and firm-level strategicinitiatives- while helping the intern develop a foundational understanding of how a modern advisory firm operates. The intern will sit alongside the respective teams and work directly with senior professionals on real-time projects.
Location: Chicago, IL
Key responsibilities include
PrivateWealth/FamilyOffice
- 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 inwealthmanagement 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
Qualifications
Rising junior or senior undergraduate student (Finance, Economics, Accounting, or related field preferred)
Interestinwealthmanagement, investment consulting, or financial services
Ability to work independently and collaboratively in acollegial environment.
Professional communicationskills (written and verbal)
Strong analytical skills with a keen attentiontodetail, organization skills and time management skills
Knowledge and experience with Microsoft Office products such as Word, PowerPoint and Excel
Lift and carry materials weighing up to 25 pounds, with reasonableaccommodations available to support the performance of essential job functions.
The summer internship experience provides interns with meaningfulexposuretothe financial planning and investment management process while building the skills needed for a successful career in financial services.
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–$22.00perhour. The basesalaryofferedwillbedetermined 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 basesalaryofferedwillbedetermined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-basedincentives.
Wealthspire is an inclusiveEqualEmploymentOpportunity employer.
#Wealthspire
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