Wealth Management Intern (Summer 2027, Chicago)

Location: Chicago, Illinois, with office work required 5 days a week; the position description also states onsite work is required 4 days per week. Candidates must have unrestricted authorization to work in the United States; U.S. employment opportunities are generally limited to U.S. citizens or permanent residents.

Pay: $35.50 USD per hour. Full-time, 40 hours per week, from June through August 2027.

Company

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

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 summaries.
• 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, 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.
• Proficiency in Microsoft Office Suite, including Excel.
• Strong analytical, problem-solving, communication, organizational, and workload-management skills.
• Ability to manage multiple priorities, follow direction from multiple team members, and work quickly and accurately under deadlines.
• Must be at least 18 years old and authorized to work without restriction in the United States.

Culture & Benefits

• Collaborative, client-first environment focused on professional growth and high standards of ethics, integrity, and confidentiality.
• 401(k) plan with employer matching and subsidized medical plan options.
• Employer-paid dental, vision, life, accidental death and dismemberment, and short- and long-term 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.