Wealth Management Intern (Summer 2027, St. Petersburg)

Location: St. Petersburg, Florida; required to work onsite in the office 4–5 days per week. The internship runs from June through August 2027 and requires 40 hours per week.

Pay: $34.50 USD per hour; non-exempt position subject to Florida law.

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 financial independence, education, net worth, cash flow, budget, insurance, and estate planning materials for client presentations.
• Review, summarize, and analyze client information related to risk management, retirement, benefits, taxes, estate plans, gifting, charitable giving, and education.
• Assist with customized financial planning templates for client meetings.
• Research financial planning topics and contribute to firm and departmental initiatives.
• Manage client and firm documents in the document management system.
• Represent hirify.global professionally when interacting with clients, outside professionals, and the public.

Requirements

• Currently pursuing a bachelor's degree; rising juniors and seniors are preferred, and rising sophomores may 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, organizational, communication, 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 have unrestricted authorization to work in the United States; proof of work authorization is required.

Culture & Benefits

• Collaborative, client-first environment focused on professionalism, ethics, integrity, confidentiality, and employee growth.
• 401(k) plan with employer matching.
• Medical, dental, vision, life, and disability insurance options, including employer-paid coverage where specified.
• Paid maternity and parental leave, flexible spending accounts, health savings accounts, and commuter benefits.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.