Eight-week wealth management internship supporting Wealth Managers and CFP professionals with client meeting preparation, financial planning analyses, net worth and cash flow statements, capital sufficiency analyses, and customized planning recommendations. The intern will use financial planning software, participate in training, observe client meetings, and present mock client engagements while gaining practical experience in investment, insurance, tax, and estate planning.

Supports ultra-high-net-worth wealth management clients by preparing net worth statements, cash flows, tax projections, financial plans, and capital sufficiency analyses. Coordinates work across tax, accounting, banking, and investment advisory teams; reviews tax materials; gathers client information; communicates with clients and advisors; and supports client meetings, preparation, and follow-up.