Wealth Management Intern (Summer 2027, Shaker Heights)

Location: Shaker Heights, Ohio, United States; office-based, with attendance required 4–5 days per week

Work authorization: Unrestricted authorization to work in the United States is required. hirify.global hires U.S. citizens or permanent residents for U.S. employment opportunities and requires proof of authorization.

Duration: June–August 2027. Hours: 40 hours per week.

Company

hirify.global is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth clients through investment management, wealth strategy, and family office services.

What you will do

• Prepare client presentation materials, including financial independence and education projections, net worth statements, cash flow reports, budgets, insurance summaries, and estate planning materials.
• Review, summarize, and analyze information covering risk management, retirement planning, benefits, taxes, estate plans, gifting, charitable giving, and education.
• Prepare customized financial planning templates for client meetings.
• Research financial planning topics and support firm projects and departmental initiatives.
• Manage client and firm documents in the document management system.
• Represent hirify.global professionally with clients, outside professionals, and the public.

Requirements

• Currently pursuing a bachelor’s degree; rising juniors and seniors are preferred, while rising sophomores may also apply.
• Basic understanding of financial planning and investment concepts, with familiarity with insurance, estate planning, and tax principles.
• Proficiency in Microsoft Office Suite, including Excel.
• Strong communication, organization, analytical, problem-solving, workload-management, and multitasking skills.
• High standards of client service, professionalism, ethics, integrity, and confidentiality.
• Must be at least 18 years old and have unrestricted U.S. work authorization.

Culture & Benefits

• Collaborative, client-first environment that values professional growth and employee contributions.
• 401(k) plan with employer matching.
• Medical, dental, vision, life, disability, flexible spending, health savings, dependent care, and commuter benefits.
• Paid maternity and parental leave, training reimbursement, and paid professional designations.
• Volunteer days and a corporate discount program.

Hiring process

• Selected candidates must be willing to execute an employee agreement or confidentiality and non-disclosure agreement.
• Employment authorization is verified through Form I-9 and E-Verify after accepting an offer.