How to hire a wealth management internship

How to hire a wealth management internship, step by step

Here's a step-by-step wealth management internship hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a wealth management internship job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new wealth management internship
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   The wealth management internship hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them a wealth management internship to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a wealth management internship that fits the bill.

   This list presents wealth management internship salaries for various positions.

   Type of Wealth Management Internship	Description	Hourly rate
   Wealth Management Internship	Personal financial advisors give financial advice to people. They help with investments, taxes, and insurance decisions.	$21-80
   Summer Analyst	Summer analysts are people who undertake an internship within a banking institution. These professionals perform analyses of detailed financial and corporate information... Show more	$20-49
   Business Internship	In a business internship, the responsibilities will vary by the directives given by the supervising staff. However, one of the primary duties as an intern is to perform support-related tasks for the department or office where they are assigned... Show more	$12-21

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Client Portfolios
   • Financial Services
   • Equity Research
   • Morningstar
   • Performance Reports
   • Client Service
   • Market Research
   • Asset Allocation Models
   • Client Data
   • Branch Management
   • Investment Strategies
   • Mutual Funds
   • Client Accounts
   • ETFs

   Check all skills

   Responsibilities:

   • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
   • Formulate analysis for revenues of structure products and equities.
   • Fulfill a critical role in generating quantitative and qualitative data tracking for equities.
   • Conduct initial and ongoing meetings with prospects and clients profiling and developing comprehensive wealth management strategies.
   • Assist in internal audit for proper record keeping according to FINRA regulations.
   • Help prepare administrative filings from complete deals and account openings in accordance with FINRA regulations.

3. Make a budget

   Including a salary range in your wealth management internship job description is a great way to entice the best and brightest candidates. A wealth management internship salary can vary based on several factors:

   • Location. For example, wealth management interns' average salary in utah is 65% less than in massachusetts.
   • Seniority. Entry-level wealth management interns earn 73% less than senior-level wealth management interns.
   • Certifications. A wealth management internship with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a wealth management internship's salary.

   Average wealth management internship salary

   $87,382yearly

   $42.01 hourly rate

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   Entry-level wealth management internship salary

   $45,000 yearly salary

   Updated December 16, 2025

4. Writing a wealth management internship job description

   A job description for a wealth management internship role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a wealth management internship job description:

   Wealth management internship job description example

   Headquartered in Richmond, Virginia, Atlantic Vision Partners is a premier network of integrated eye care practices and specialists located across the states of Virginia, North Carolina, and Tennessee. We have over 400 employees on our team, working in over 50 locations.

   About You

   We’ve been looking for YOU, a self-motivated, detailed, fast learning individual to join our Team as a Revenue Cycle Management Associate. You have a positive attitude, willingness and are looking for a great opportunity and long-term career!

   The Revenue Cycle Management (RCM) Coordinator is responsible for filing insurance claims, managing patient accounts, and answering inquires on account status and charges from optometry and ophthalmology patients. You will collect and enter claim information, post insurance and patient payments and follow up on unpaid and rejected claims in a timely fashion. You will also be held accountable for documenting all customer interactions in our account management system.

   To Succeed In This Role, You Need:

   • Excellent judgment, dependability, and conscientiousness.

   • Demonstrated high ethical standards and integrity.

   • Demonstrated attention to detail.

   • Demonstrated accuracy and thoroughness; monitors own work to ensure quality.

   • Customer and patient service orientation: prompt response to patient needs and ability to manage difficult or emotional customer situations with tact, empathy and diplomacy.

   • Ability to work cooperatively in group situations; offers assistance and support to coworkers, actively resolves conflicts, inspires trust of others, and treats patients and coworkers with respect.

   We offer incredible benefits to include medical, dental, employer paid LTD, employer paid Life, 401k with an employer match, free vision exams for your family, PTO and personal days.

   
   

   *Atlantic Vision Partners is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right wealth management internship for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your wealth management internship job on Zippia to find and recruit wealth management internship candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit wealth management interns, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new wealth management internship

   Once you've found the wealth management internship candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   Once that's done, you can draft an onboarding schedule for the new wealth management internship. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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