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Wealth management internship education requirements

Updated January 8, 2025
4 min read

There are several educational requirements to become a wealth management internship. Wealth management interns usually study finance, business, or economics. 85% of wealth management interns hold a bachelor's degree, and 9% hold an master's degree. We analyzed 3,895 real wealth management internship resumes to see exactly what wealth management internship education sections show.

The most common colleges for wealth management interns are the New York University and the New York University.

There are also many online wealth management internship courses to help get the education required to be a wealth management internship.

There are certain wealth management internship certifications that you should consider. These wealth management internship certifications include Certified in Financial Management and Certified Financial Risk Manager (FRM).

What education do you need to become a wealth management internship?

What degree do you need to be a wealth management internship?

The most common degree for wealth management interns is bachelor's degree, with 85% of wealth management interns earning that degree. The second and third most common degree levels are master's degree degree at 9% and master's degree degree at 2%.
  • Bachelor's, 85%
  • Master's, 9%
  • High School Diploma, 2%
  • Associate, 2%
  • Other Degrees, 2%

What should I major in to become a wealth management internship?

You should major in finance to become a wealth management internship. 36% of wealth management interns major in finance. Other common majors for a wealth management internship include business and economics.

Most common colleges for wealth management interns

Wealth management interns often get their degrees at New York University, University of Southern California, and University of California - Davis. Here are the most common colleges for wealth management interns in the US based on their resumes.
Wealth management internship common collegePercentages
New York University11.98%
University of Southern California7.83%
University of California - Davis7.37%
DePaul University7.14%
Boston University6.68%

Best majors for wealth management interns

RankMajorPercentages
1Finance35.8%
2Business21.7%
3Economics14.0%
4Accounting6.5%
5Marketing2.9%

Best colleges for wealth management interns

The best colleges for wealth management interns are Northwestern University, University of Pennsylvania, and University of Southern California.

A wealth management internship with advanced education typically earns a higher salary and has access to better jobs. That's why Zippia looked into the best colleges for wealth management interns. We based this list on several metrics: admissions rate, retention rate, mean earnings of graduates, the ratio of working vs. non-working students ten years after admission, the average cost of attendance, and median debt for graduates who become wealth management interns.

1. University of Pennsylvania

Philadelphia, PA • Private

In-state tuition

$55,584

Enrollment

10,764

2. Northwestern University

Evanston, IL • Private

In-state tuition

$54,568

Enrollment

8,451

3. University of Minnesota - Twin Cities

Minneapolis, MN • Private

In-state tuition

$14,760

Enrollment

31,451

4. Howard University

Washington, DC • Private

In-state tuition

$26,756

Enrollment

6,166

5. University of Southern California

Los Angeles, CA • Private

In-state tuition

$56,225

Enrollment

19,548

6. SUNY at Binghamton

Vestal, NY • Private

In-state tuition

$9,808

Enrollment

13,990

7. Pennsylvania State University

University Park, PA • Private

In-state tuition

$18,454

Enrollment

40,108

8. Villanova University

Villanova, PA • Private

In-state tuition

$53,308

Enrollment

6,819

9. San Diego State University

San Diego, CA • Private

In-state tuition

$7,488

Enrollment

30,018

10. University of Wisconsin - Madison

Madison, WI • Private

In-state tuition

$10,555

Enrollment

30,360

20 best online courses for wealth management interns

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Top 10 most affordable universities for wealth management interns

The most affordable schools for wealth management interns are Baruch College of the City University of New York, suny farmingdale, and university of florida.

If the best universities for wealth management interns are out of your price range, check out these affordable schools. After factoring in in-state tuition and fees, the average cost of attendance, admissions rate, average net price, and mean earnings after six years, we found that these are the most affordable schools for wealth management interns.

1. Baruch College of the City University of New York

New York, NY • Private

In-state tuition

$7,262

Cost of attendance

14,046

2. SUNY Farmingdale

Farmingdale, NY • Private

In-state tuition

$8,306

Cost of attendance

16,091

3. University of Florida

Gainesville, FL • Private

In-state tuition

$6,381

Cost of attendance

21,034

4. Brooklyn College of the City University of New York

Brooklyn, NY • Private

In-state tuition

$7,240

Cost of attendance

13,991

5. California State University - Long Beach

Long Beach, CA • Private

In-state tuition

$6,798

Cost of attendance

18,306

6. USF Sarasota-Manatee

Sarasota, FL • Private

In-state tuition

$5,587

Cost of attendance

13,043

7. California State University - Dominguez Hills

Carson, CA • Private

In-state tuition

$6,942

Cost of attendance

14,469

8. Brigham Young University

Provo, UT • Private

In-state tuition

$5,620

Cost of attendance

18,136

9. University of Puerto Rico - Mayaguez

Mayaguez, PR • Private

In-state tuition

$4,094

Cost of attendance

14,302

10. Florida International University

Miami, FL • Private

In-state tuition

$6,556

Cost of attendance

19,434

Top 10 hardest universities to get into for wealth management interns

The hardest universities for wealth management interns to get into are Northwestern University, University of Pennsylvania, and University of Southern California.

Some great schools for wealth management interns are hard to get into, but they also set your career up for greater success. The list below shows the most challenging universities to get into for wealth management interns based on an institution's admissions rates, average SAT scores accepted, median ACT scores accepted, and mean earnings of students six years after admission.

1. Northwestern University

Evanston, IL • Private

Admissions rate

8%

SAT average

1,508

2. University of Pennsylvania

Philadelphia, PA • Private

Admissions rate

8%

SAT average

1,492

3. University of Southern California

Los Angeles, CA • Private

Admissions rate

13%

SAT average

1,445

4. Vanderbilt University

Nashville, TN • Private

Admissions rate

10%

SAT average

1,514

5. Boston University

Boston, MA • Private

Admissions rate

22%

SAT average

1,420

6. New York University

New York, NY • Private

Admissions rate

20%

SAT average

1,419

7. Villanova University

Villanova, PA • Private

Admissions rate

29%

SAT average

1,407

8. Carnegie Mellon University

Pittsburgh, PA • Private

Admissions rate

17%

SAT average

1,507

9. Washington University in St Louis

Saint Louis, MO • Private

Admissions rate

15%

SAT average

1,506

10. Boston College

Chestnut Hill, MA • Private

Admissions rate

28%

SAT average

1,429

Top 10 easy-to-apply-to universities for wealth management interns

The easiest schools for wealth management interns to get into are Oklahoma Wesleyan University, notre dame college, and holy names university.

Some schools are much easier to get into. If you want to start your career as a wealth management internship without much hassle, check out the list of schools where you will be accepted in no time. We compiled admissions rates, average SAT scores, average ACT scores, and average salary of students six years after graduation to uncover which were the easiest schools to get into for wealth management interns.

1. Oklahoma Wesleyan University

Bartlesville, OK • Private

Admissions rate

68%

SAT average

964

2. Notre Dame College

Cleveland, OH • Private

Admissions rate

90%

SAT average

994

3. Holy Names University

Oakland, CA • Private

Admissions rate

70%

SAT average

849

4. Kean University

Union, NJ • Private

Admissions rate

86%

SAT average

991

5. Barry University

Miami, FL • Private

Admissions rate

91%

SAT average

1,006

6. Iona College

New Rochelle, NY • Private

Admissions rate

88%

SAT average

1,089

7. William Paterson University of New Jersey

Wayne, NJ • Private

Admissions rate

93%

SAT average

994

8. Rutgers, The State University of New Jersey - Camden

Camden, NJ • Private

Admissions rate

71%

SAT average

1,086

9. Midwestern State University

Wichita Falls, TX • Private

Admissions rate

71%

SAT average

1,033

10. Rosemont College

Rosemont, PA • Private

Admissions rate

89%

SAT average

1,026

Average wealth management internship salary by education level

According to our data, wealth management interns with a Doctorate degree earn the highest average salary, at $111,247 annually. Wealth management interns with a Master's degree earn an average annual salary of $101,455.
Wealth management internship education levelWealth management internship salary
Master's Degree$101,455
Bachelor's Degree$91,829
Doctorate Degree$111,247

Wealth management internship education FAQs

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Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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