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Wealth Management Intern Job Description

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Overview

wealth management intern
28
The number of occurrences in our database.
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The Wealth Management Intern works to gain experience as a personal investment advisor. Their role is to provide excellent client service, shadow financial planning associates, and work closely with experienced financial advisors. Their responsibilities are to answer phones, perfrom data entry into financial planning software, schedule client meetings, prepare meeting presentations, and complete client and advisor requests.

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Jobs
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indeedImg
Avg Pay: $40K
Jobs: 0
glassdoor
Avg Pay: $66K
Jobs: 28

Quick Facts about this role from the Jobtrees career database

See how many years Wealth Management Intern's are in their job, how much they make, how long it took to get there and how available this job is in terms of open positions.

1.0 year
$53K
The average years of experience in the workforce prior to having this role
1.17 years
Entry
The average number of roles it took our users to get to this one
3
3913 out of 4016

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Education you need to become a Wealth Management Intern

These are the most common degrees or certificates earned by Jobtrees users prior to becoming a Wealth Management Intern

There may be other required degrees or certifications needed for this job. The below info shows you the most commonly desired education level from employers when hiring for this job.

  • Bachelor Of Arts (b.a.) In Communications Studies
    The number of occurrences matches with Wealth Management Intern in our database.
    Avg. Duration:47 monthsAvg. Fees:$30,151Type:Mostly full timeView more on Studyportals
  • Bachelor Of Science (b.sc.) In Business
    The number of occurrences matches with Wealth Management Intern in our database.
    Avg. Duration:47 monthsAvg. Fees:$31,360Type:Mostly full timeView more on Studyportals
  • Bachelor Of Science (b.sc.) In Financial Economics
    The number of occurrences matches with Wealth Management Intern in our database.
    Avg. Duration:46 monthsAvg. Fees:$33,834Type:Mostly full timeView more on Studyportals
  • Associate Degree
    The number of occurrences matches with Wealth Management Intern in our database.
    Avg. Duration:30 monthsAvg. Fees:$18,910Type:Mostly full timeView more on Studyportals
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Career Paths for Wealth Management Intern

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Jobs to start your career in becoming a Wealth Management Intern

These are the most common roles Jobtrees users had to start their career that eventually lead them to Wealth Management Intern. If you’re looking to get into this career these are jobs to consider to get your start. We’ve included below some current open job postings that match those roles. Click to search for more.