Wealth Management Intern (Summer 2027, New York City)

Location: New York, NY; onsite in the office 5 days per week. The position requires at least 4 days per week onsite and is based at 101 Park Avenue, Midtown.

Pay: $38.45 USD per hour; non-exempt position governed by New York State pay laws.

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, insurance summaries, and estate planning materials.
• Review, summarize, and analyze client information related to 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 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 by summer 2027.
• 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.
• Ability to manage multiple priorities, follow direction from multiple team members, and work quickly and accurately under deadlines.
• Proficiency with Microsoft Office Suite, including Excel.
• 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, with a 40-hour work week.
• Collaborative, client-first environment focused on professionalism, ethics, integrity, confidentiality, and community contribution.
• 401(k) plan with employer matching.
• Subsidized medical plans and employer-paid dental, vision, life, AD&D, and disability insurance.
• Paid maternity and parental leave, flexible spending accounts, commuter benefits, training reimbursement, and paid professional designations.
• Volunteer days and corporate discount program.