What are the responsibilities and job description for the Fall 2026 Wealth Management Internship (Unpaid / Hybrid) position at Wealth Warden Partners?
About the Job
Company: Wealth Warden Partners
Location: Tampa, FL 33602
Type: Unpaid Internship (Part-Time, Flexible Hours)
Start Date: August 2026
Duration: Fall 2026 (with potential to extend)
Industry: Financial Services
Employment Type: Internship
Company Overview:
Wealth Warden Partners is a financial services company that offers a variety of products such as, investment research, financial planning, wealth management, commodities hedging, controlling and accounting services. that supports independent financial advisors as well as retail clients. We’re offering a Fall 2026 Wealth Management Internship for a motivated student or recent graduate interested in gaining hands-on experience in financial planning, investment strategy, and client relationship management.
What you’ll do:
- Assist in preparing financial plans and investment research presentations
- Shadow client discovery meetings and participate in internal investment reviews
- Help track and update client portfolios using tools like Morningstar, Portfolio Visualizer and Wealth Box
- Support the wealth management team with scheduling, CRM updates, and proposal generation
- Participate in the development of client education content (presentations, guides, and summary sheets)
- Assist with market research and analysis for our weekly market update report
- Preparation to become a financial advisor after achieving Series 65
- Assist on creation of internal daily market updates showing the most important market and economic news of the day
What we’re looking for:
- Strong interest in financial planning, investment advisory, or wealth management
- Strong attention to detail and analytical skills
- Familiarity with Excel, PowerPoint, and financial planning tools (a plus)
- Ability to handle confidential client data with professionalism and discretion
- Clear communication and organization skills
- Pursuing a degree in Finance, Financial Planning, Business, or related fields
Perks:
- Sponsorship and support for Series 65 License to become a licensed Financial Advisor.
- Flexible schedule (ideal for students), hybrid in Tampa
- Direct mentorship from leadership
- Exposure to real-world client work and investment strategy
- Opportunity for school credit and/or letter of recommendation