Wealth Management Internship

Summary

Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. The Wealth Management Internship offers structured, meaningful exposure to investment research, client service, and financial planning, allowing interns to work alongside experienced professionals on real projects.

Responsibilities

• Use Morningstar to complete quarterly investment reports and monitor current holdings
• Assist in portfolio research to support advisor decisions and Investment Committee reviews
• Create social media and digital content to support the firm’s brand and thought leadership
• Analyze digital metrics to provide data-driven insights for advisor use
• Apply tools including eMoney, Orion, and Riskalyze to support planning and asset allocation
• Complete a financial planning case study from discovery meeting through plan presentation
• Use the firm’s CRM system to support client service processes and maintain records
• Assist in maintaining securities databases and workflow management

Skills

• At least two years of college coursework completed with a GPA of 3.4+ (exceptions considered)
• Strong written and verbal communication skills (writing samples required)
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Genuine interest in wealth management, client service, and financial planning
• Collaborative team player who can also manage independent projects
• Experience with Morningstar, Bloomberg, or CRM systems a plus

Qualifications

Must Haves

• At least two years of college coursework completed with a GPA of 3.4+ (exceptions considered)
• Strong written and verbal communication skills (writing samples required)
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Genuine interest in wealth management, client service, and financial planning
• Collaborative team player who can also manage independent projects

Nice to Haves

• Experience with Morningstar, Bloomberg, or CRM systems a plus

Benefits

• Offered for academic credit
• Educational sessions
• In some cases, may be eligible for part-time paid roles following the program