5 wealth management intern jobs at 5 companies in Chicago, IL
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Private Wealth Management Internship - Summer 2027
Chicago, Illinois, United States
$23/hr OnsiteInternship
Current bachelor's degree candidate graduating December 2027 to June 2029 with a minimum 3.5 GPA, analytical and communication skills, Microsoft Office proficiency, and interest in wealth management and financial markets.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
2mo
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Auditor- Asset & Wealth Management
Chicago, Illinois, United States
$62k-$98k/yr HybridFull Time
2+ YOEBachelor's degree, 2+ years internal audit/risk or public accounting experience in financial services; strong analytical and communication skills; familiarity with risk and control frameworks; progress toward or hold professional certifications (CIA, CPA, CFA, CISA, CFSA, CFE).
1mo
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Asset Management, Wealth Management, Internal Client Advisor, Associate
Chicago, Illinois, United States
OnsiteFull Time
2+ YOE2+ years financial sales experience (phone-based), proven track record selling investment management/retirement solutions, bachelor's degree required, required securities licenses (SIE, Series 7, Series 63 or 66) prior to hire, proficiency with CRM, strong communication and leadership.
2w
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Financial Services - Tax - Wealth and Asset Management - Manager
New York or Boston or Providence or Jericho or Iselin or Hoboken or Secaucus or Stamford or Chicago or Dallas or Houston or Charlotte or Greenville
$116k-$213k/yr HybridFull Time
4+ YOEBachelor's degree, 4+ years relevant experience (typically 4–6), licensed attorney or CPA, expertise in fund taxation and tax compliance, familiarity with federal/state/international tax and tax technology solutions.
1mo
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Associate, Internal Wholesaler
Chicago, Illinois, United States
$120k-$130k/yr OnsiteFull Time
3+ YOE3+ years in financial services or wealth management preferred, strong advisor sales experience, CRM/Salesforce proficiency, excellent communication, ability to obtain FINRA licenses (Series 7/63/66) as needed.
Salesforce, CRM