2027 Wealth Intern - Chicago, IL

Aon is hiring a 2027 Wealth Intern - Chicago, IL (United States). It pays $20-$22/hr and Level rates it ; you can apply on Aon.

Level's read on this job

Little AI ●○○○ is how Level rates this role: aI is not part of the work.
Level classifies it as an internship.
Level lists 1,000+ other open roles at Aon.
The role was posted within the past two weeks.

AI in this role

Posting Description About the Company: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers. Internship Program Overview: Our 10-week Summer Intern Program is designed to provide students with a challenging and meaningful experience supporting the Fiducient team. The Summer Analyst will participate in a rotational internship across three core business areas within the Chicago office: Private Wealth / Family Office Mergers & Acquisitions / Strategic Growth Financial Institutions (Outsourced Research & OCIO Support) This role is designed to provide broad exposure to the advisory business model- from client-facing wealth management to institutional research and firm-level strategic initiatives- while helping the intern develop a foundational understanding of how a modern advisory firm operates. The intern will sit alongside the respective teams and work directly with senior professionals on real-time projects. Location: Chicago, IL Key responsibilities include: Private Wealth / Family Office Assist with preparation of client meeting materials and portfolio summaries Conduct investment and market research to support client discussions Support financial planning analysis (cash flow, asset allocation, tax considerations, estate structures) Observe client meetings and internal strategy sessions Assist with family office initiatives such as reporting, governance materials, or consolidated balance sheet analysis M&A / Strategic Growth Support research on prospective acquisition targets (RIA landscape, trust companies, accounting firms, etc.) Assist with industry research and competitive benchmarking Help prepare internal memos and presentation materials for leadership discussions Conduct preliminary due diligence support (public information gathering, financial summaries, market analysis) Track key industry trends in wealth management consolidation Financial Institutions / Research Assist in summarizing manager research and investment commentary Support data compilation and performance reporting Help prepare materials for RIA and institutional client meetings Conduct research on asset managers, investment strategies, and market themes Observe investment committee discussions and research team meetings Qualifications: Rising junior or senior undergraduate student (Finance, Economics, Accounting, or related field preferred) Interest in wealth management, investment consulting, or financial services Ability to work independently and collaboratively in a collegial environment. Professional communication skills (written and verbal) Strong analytical skills with a keen attention to detail, organization skills and time management skills Knowledge and experience with Microsoft Office products such as Word, PowerPoint and Excel Lift and carry materials weighing up to 25 pounds, with reasonable accommodations available to support the performance of essential job functions. The summer internship experience provides interns with meaningful exposure to the financial planning and investment management process while building the skills needed for a successful career in financial services. 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 – $22.00 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. #Wealthspire 2590508

How we rate this

2027 Wealth Intern - Chicago, IL at Aon rates 34 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.