What are the responsibilities and job description for the Fall Internship- Wealth management position at SoundRidge Private Wealth?
SoundRidge Private Wealth is a trusted, New York City-based advisory practice with over 40 years of combined expertise in investment planning and wealth management. We serve high-net-worth individuals, families, entrepreneurs, and professionals in entertainment and sports — delivering exceptional, fiduciary-standard service at every stage of our clients' financial lives.
We are partnered with Wells Fargo Advisors Financial Network, LLC (WFAFN), a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.
The Role
We're looking for a motivated, detail-oriented intern to join our team and support our wealth planning and investment professionals. This is an entry-level, on-site position — no prior professional experience required. Whether you're just beginning your finance career or looking to apply your coursework in a real-world setting, this role is built for you.
You'll gain hands-on exposure to portfolio analysis, client relationship management, market research, and the day-to-day operations of a high-touch wealth management practice.
What You'll Do
• Assist with portfolio analysis and client reporting
• Prepare materials for client presentations and meetings
• Conduct market and investment research to support our advisory team
• Help coordinate and organize administrative functions across the practice
• Develop analytical and professional communication skills in a client-facing environment
What We're Looking For
• Currently enrolled in a Bachelor's or Master's program in Finance, Economics, Business Administration, or a related field
• Basic understanding of investment planning, investment management, and insurance principles
• Proficiency in Microsoft Office Suite, especially Excel
• Strong written and verbal communication skills
• Analytical mindset with strong attention to detail
• Proactive, organized, and eager to learn — prior experience is not required
Why SoundRidge?
This internship offers rare, direct exposure to a boutique wealth management practice that operates at the intersection of personalized service and institutional-grade investment management. You'll work alongside experienced advisors and build a foundation that sets you apart early in your career.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. SoundRidge Private Wealth is a separate entity from WFAFN.