Wealth Management Intern (Finance)

Location: Cincinnati, Ohio, United States; onsite office attendance required 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 insurance and estate planning summaries.
• Review, summarize, and analyze client information related to risk management, retirement planning, benefits, taxes, estate plans, gifting, charitable activities, and education.
• Prepare customized financial planning templates for client meetings.
• Research financial planning topics and support firm and departmental projects.
• Manage client and firm documents in the document management system.
• Represent hirify.global professionally with clients, external professionals, and the public.

Requirements

• Must be at least 18 years old and have unrestricted authorization to work in the United States; hirify.global hires U.S. citizens or permanent residents for U.S. employment opportunities.
• Currently pursuing a bachelor’s degree; rising juniors and seniors are preferred, while rising sophomores may apply.
• Basic understanding of financial planning and investment concepts.
• Familiarity with insurance, estate planning, and tax principles.
• Proficiency in Microsoft Office Suite, including Excel.
• Strong communication, organization, analytical, multitasking, workload management, and problem-solving skills, with high standards of professionalism, ethics, confidentiality, and client service.

Culture & Benefits

• Full-time summer internship running from June through August 2027, with 40 hours per week.
• 401(k) plan with employer matching.
• Subsidized medical plans plus employer-paid dental, vision, life, AD&D, and disability insurance.
• Paid maternity and parental leave, flexible spending accounts, health savings accounts, and commuter and transit benefits.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.