Who We Are Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Internship Description Our 10-week Summer Intern Program is designed to provide students a challenging, meaningful and supportive experience that replicates the experience of being a full-time Wealthspire Associate. Summer Intern orientation offers a thorough overview of the firm and the opportunity to learn from several senior leaders. Following our two-week training, interns are given day-to-day responsibilities and summer long projects to contribute throughout their time at Wealthspire. The program also includes challenges, mentoring, philanthropic and networking opportunities. Wealthspire is highly committed to the summer intern program and considers it the primary pipeline for our Associate program.

Responsibilities

• Scanning/filing/Ad Hoc projects?
• Enter?transactions from Bank and Credit?Card?activity?
• Enter client disbursements into?Quickbooks?
• Enter client receipts into?Quickbooks?and reconcile receipts journal?
• Work with bookkeeper to learn how to prepare cash flow reports?

Qualifications

• Pursuing Bachelor’s Degree in Accounting, Finance, Economics or related field aligned with CPA.
• Knowledge of QuickBooks accounting software is preferred.
• Great attention to detail with the ability to adapt quickly to change.
• Ability to work in a fast-paced team environment to the highest levels of quality and communicate problems and/or concerns in a timely fashion.
• Excellent ability to multi-task.
• Effective written and oral communication skills and excellent interpersonal skills required.
• Knowledge and expertise in Microsoft office products and internet.

Benefits

• Practical experience with broad applications
• Shadowing, mentoring, and training opportunities with seasoned professionals
• Opportunity for full time employment after graduation
• Competitive hourly rate throughout the internship

Diversity, Equity, Inclusion, And Belonging At Wealthspire Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

• Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
• Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
• Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

The hourly range for this position is $20.00 - $27.00 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer. StJohn2025 PDN-a0bcb4e5-9036-4a22-b26c-da4371ad17da