Wealth Management Intern (Summer 2027, Denver)

Location: Denver, Colorado; required to work in the office five days per week, with the physical requirements section stating four onsite days per week. Applicants must have unrestricted authorization to work in the United States.

Compensation: $35.50 USD per hour; June–August 2027, 40 hours per week.

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 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, benefits, taxes, estate planning, gifting, charitable giving, and education.
• Prepare customized financial planning templates for client meetings.
• Research financial planning topics and contribute to firm and departmental projects.
• Manage client and firm documents in the document management system.
• Represent hirify.global professionally with clients, outside professionals, and the public.

Requirements

• Currently pursuing a bachelor's degree; ideally a rising junior or senior for summer 2027.
• Basic understanding of financial planning and investment concepts.
• Familiarity with insurance, estate planning, and tax principles.
• Strong communication, organization, analytical, problem-solving, and multitasking skills with attention to detail.
• Proficiency in Microsoft Office Suite, including Excel.
• Must be at least 18 years old and have unrestricted U.S. work authorization; U.S. employment opportunities generally require U.S. citizenship or permanent residency.
• Must sign an employee agreement or confidentiality and non-disclosure agreement.

Culture & Benefits

• Client-first partnership culture focused on collaboration, professionalism, ethics, and integrity.
• 401(k) plan with employer matching.
• Medical, dental, vision, life, disability, flexible spending, health savings, dependent care, and commuter benefits.
• Paid maternity and parental leave.
• Training reimbursement and paid professional designations.
• Corporate discounts and paid volunteer days.