About the role#
This eight-week internship offers hands-on experience working alongside wealth management professionals, including Certified Financial Planners, Chartered Financial Analysts, and Certified Public Accountants. You will gain insight into how a Registered Investment Advisor supports high-net-worth clients. The program runs from early June through late July. You will collaborate with client service teams and develop practical skills through project work and mentorship.
What you'll do#
- Support Wealth Managers with client meeting preparation.
- Prepare net worth and cash flow statements.
- Perform financial analyses and use financial planning software.
- Prepare long-term capital sufficiency analyses by inputting client data and assumptions.
- Participate in training sessions covering investment strategy, research, and business development.
- Observe client meetings and prepare or present mock client meetings.
- Collaborate with multiple client service teams.
What you'll need#
- Progress toward a bachelor’s degree in Finance, Accounting, or Economics.
- Proficiency in Excel and Word.
- Effective written and verbal communication skills.
- Ability to take initiative while exercising good judgment and integrity.
- Capability to maintain strict confidentiality.
- A collaborative nature.
- Coursework in personal financial planning is preferred.
- Participation in financial planning-related campus clubs, mentorship programs, or organizations is a plus.
Location & details#
- Location: New York, New York.
- Term: Summer 2027.
- Work Modality: Hybrid.
- Employment: Full-time internship.
- Compensation: Paid position.
- Note: This role does not offer visa sponsorship.
About Aspiriant
Aspiriant is an independent wealth management firm based in Los Angeles. The company is owned by its employees. It provides financial planning, investment management, and estate planning services to clients. The firm also offers tax management, philanthropy, and family office services.
How to get in at Aspiriant
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