What are the responsibilities and job description for the Fall 2026 Investments Internship (Unpaid / Hybrid) position at Wealth Warden Partners?
Company Description
Wealth Warden Partners is a progressive financial services firm dedicated to empowering individual investors, families, business owners, and financial professionals. We specialize in Financial Planning & Wealth Management by providing tailored strategies and investment solutions to meet our clients’ needs. Additionally, we offer Advisor Support Services, including comprehensive portfolio management and research, to help independent advisors scale their practices effectively. Our mission is to deliver institutional-grade research and customized financial guidance with a focus on clarity, simplicity, and strategic vision. Based on expertise and a client-centric approach, we are committed to enabling growth and financial success.
Role Description
This part-time Summer 2026 Investments Internship is a hybrid role based in Tampa, FL. As an Investments Intern, you will be involved in conducting research, analyzing financial data, assisting with portfolio management, and supporting the development of investment strategies. Additionally, you will gain hands-on experience in the wealth management and financial advisory industry by collaborating with our team of professionals.
Qualifications
- Proficiency in Analytical Skills and the ability to interpret detailed financial and investment data
- Understanding of Finance principles and competency in Investment Strategies
- Strong problem-solving skills and attention to detail
- Effective written and verbal communication skills
- Currently pursuing or recently completed coursework towards a degree in Finance, Economics, Accounting, or a related field
- Proficiency with financial modeling, Excel, and other relevant analytical tools is a plus