Wealth Management Intern (Summer 2027, Columbus)

Location: Columbus, Ohio; onsite in the office 4–5 days per week

Company

hirify.global is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth individuals and families 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, and planning summaries.
• Review, summarize, and analyze client information related to risk management, retirement planning, benefits, taxes, estate planning, 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, external 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.
• Strong analytical, problem-solving, communication, organizational, and workload-management skills.
• Proficiency in Microsoft Office Suite, including Excel, and the ability to manage multiple priorities accurately under deadlines.
• Professionalism, ethics, integrity, confidentiality, and a strong client-service attitude are required.
• Must be at least 18 years old and have unrestricted authorization to work in the United States; U.S. employment opportunities are generally limited to U.S. citizens or permanent residents.

Culture & Benefits

• Full-time summer internship running from June through August 2027, at 40 hours per week.
• Collaborative, client-first environment focused on professional growth and employee development.
• 401(k) plan with employer matching and subsidized medical plans.
• Employer-paid dental, vision, life, accidental death and dismemberment, and short- and long-term disability insurance.
• Paid maternity and parental leave, flexible spending accounts, commuter benefits, training reimbursement, and paid professional designations.
• Volunteer days and corporate discount programs.