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5 часов назад

Summer 2027 Wealth Management Internship

Формат работы
onsite
Тип работы
fulltime
Грейд
trainee
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Summer 2027 Wealth Management Internship (Financial Planning and Investment Management): Supporting financial planning, portfolio analysis, investment research, and client relationship initiatives through a rotational learning experience. with an accent on personalized planning, investment strategies, and wealth preservation. Focus on analyzing portfolios, developing financial plans, and contributing to business-relevant projects across wealth management teams.

Location: Office-based in Columbus or Cincinnati, Ohio; Detroit or Grand Rapids, Michigan; or the Carolinas. Applicants must be authorized to work in the United States on a full-time basis.

Company

hirify.global provides financial services across multiple business segments, including wealth management.

What you will do

  • Support financial planning, investment management, portfolio analysis, wealth preservation, and retirement planning initiatives.
  • Contribute to market research, portfolio reviews, financial plan development, client engagement strategies, investment analysis, and wealth management operations.
  • Collaborate directly with managers and team members on department initiatives and meaningful business projects.
  • Provide recommendations for improving department activities and work independently as well as collaboratively.
  • Participate in internship events, professional development sessions, leadership discussions, innovation projects, and volunteer activities.

Requirements

  • High school diploma and enrollment in an accredited undergraduate or graduate program, with at least one quarter or semester remaining after the summer program.
  • Teamwork and leadership demonstrated through extracurricular activities or work experience.
  • Strong communication, interpersonal, relationship-building, analytical, and problem-solving skills.
  • Ability to work independently and as part of a team while managing multiple tasks professionally.
  • Proficiency in Microsoft Office applications, including Microsoft Excel.
  • Current full-time work authorization in the United States is required; immigration sponsorship is not available.

Nice to have

  • Academic background in finance, financial planning, economics, wealth management, investments and securities, or accounting.
  • Coursework in investments and portfolio management, personal financial planning, financial markets, corporate finance, retirement planning, estate planning, risk management, financial analysis, accounting, or economics.
  • Interest in banking, wealth management, financial planning, and investment strategies.
  • Detail-oriented organization, time management, sound judgment, and eagerness to learn.

Culture & Benefits

  • Structured internship programs focused on professional growth, skill development, and practical application of academic learning.
  • Exposure to executive leadership, senior leaders, broader business functions, and potential future career opportunities.
  • Rotational experience across at least two wealth management areas, such as Financial Planning, Chief Investment Office, Portfolio Management, Huntington Financial Advisors Service, and Ultra High Net Worth/Family Office.
  • Participation in team-based activities, community involvement, volunteer opportunities, and internal events.
  • The summer internship is offered through an 8-week Foundations Program for rising juniors or an 11-week Enterprise Internship Program for rising seniors, depending on graduation date.

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