2027 Wealthspire - Marketing Brand Intern

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.

About the Position

Join us as a Brand Intern at Wealthspire Advisors where you will have an outstanding chance to join a highly motivated team. Our 10-week internship program is carefully developed for juniors or seniors who want to build a career in marketing, brand strategy, and growth. This role lets you apply your creative skills while collaborating with our Brand Manager and other Marketing Managers on various exciting and challenging projects.

Essential Duties and Responsibilities

• Assist and provide input on key, firmwide brand initiatives and projects

• Collaborate to understand the needs of various departments, ensuring the flawless execution of build tasks and projects

• Perform market research on brand projects and initiatives for the firm

• Develop streamlined and efficient processes to assist in working with our company and affiliates

• Help manage Wealthspire’s social media efforts across platforms such as LinkedIn, Instagram, Facebook, Twitter, and YouTube

• Perform social media market research

• Undertake daily administrative tasks to ensure the functionality and coordination of the department’s activities

• Support marketing executives in coordinating various projects

• Help drive internal firm-wide internship initiatives

• Work on real-world marketing projects, develop new skills, and explore a career path

Knowledge, Skills, and/or Abilities

We are seeking an ambitious individual who thrives in a fast-paced environment and has the passion and energy to leave a lasting impact. The ideal candidate should:

• Have a strong sense of aesthetics and familiarity with Canva, and/or the Adobe Creative Cloud Suite including InDesign, Illustrator, and Photoshop

• Be proactive, solutions-focused, collaborative, and inquisitive

• Possess outstanding organization and communication abilities – attention to detail is crucial in the financial services industry

• Be intellectually curious and demonstrate a willingness to learn

• Be adept at balancing multiple projects, tasks, and a high volume of information

• Have sharp written and verbal communication skills

• Have knowledge and experience managing social media platforms including Instagram, Facebook, LinkedIn, and Twitter

• Be resourceful and highly organized with the ability to meet deadlines

• Be pursuing an undergraduate or graduate degree in marketing or communications graduating May 2028

• Have an interest or experience in learning about branding and building visual concepts for the financial services industry

• Be willing to work in a hybrid model, reporting to one of our 22 office locations at least three days a week

Education and/or Experience

• Junior or senior of a four-year university with Marketing, Design or similar degrees preferred

• Demonstrated leadership experience in college, community, internship, or co-op experience

The summer internship experience provides interns with meaningful exposure to the financial services industry. Interns will gain experience in Marketing function, while building valuable skills for a successful career!

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 $25.00 – $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.

#Wealthspire

2590444 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.

About the Position

Join us as a Brand Intern at Wealthspire Advisors where you will have an outstanding chance to join a highly motivated team. Our 10-week internship program is carefully developed for juniors or seniors who want to build a career in marketing, brand strategy, and growth. This role lets you apply your creative skills while collaborating with our Brand Manager and other Marketing Managers on various exciting and challenging projects.

Essential Duties and Responsibilities

• Assist and provide input on key, firmwide brand initiatives and projects

• Collaborate to understand the needs of various departments, ensuring the flawless execution of build tasks and projects

• Perform market research on brand projects and initiatives for the firm

• Develop streamlined and efficient processes to assist in working with our company and affiliates

• Help manage Wealthspire’s social media efforts across platforms such as LinkedIn, Instagram, Facebook, Twitter, and YouTube

• Perform social media market research

• Undertake daily administrative tasks to ensure the functionality and coordination of the department’s activities

• Support marketing executives in coordinating various projects

• Help drive internal firm-wide internship initiatives

• Work on real-world marketing projects, develop new skills, and explore a career path

Knowledge, Skills, and/or Abilities

We are seeking an ambitious individual who thrives in a fast-paced environment and has the passion and energy to leave a lasting impact. The ideal candidate should:

• Have a strong sense of aesthetics and familiarity with Canva, and/or the Adobe Creative Cloud Suite including InDesign, Illustrator, and Photoshop

• Be proactive, solutions-focused, collaborative, and inquisitive

• Possess outstanding organization and communication abilities – attention to detail is crucial in the financial services industry

• Be intellectually curious and demonstrate a willingness to learn

• Be adept at balancing multiple projects, tasks, and a high volume of information

• Have sharp written and verbal communication skills

• Have knowledge and experience managing social media platforms including Instagram, Facebook, LinkedIn, and Twitter

• Be resourceful and highly organized with the ability to meet deadlines

• Be pursuing an undergraduate or graduate degree in marketing or communications graduating May 2028

• Have an interest or experience in learning about branding and building visual concepts for the financial services industry

• Be willing to work in a hybrid model, reporting to one of our 22 office locations at least three days a week

Education and/or Experience

• Junior or senior of a four-year university with Marketing, Design or similar degrees preferred

• Demonstrated leadership experience in college, community, internship, or co-op experience

The summer internship experience provides interns with meaningful exposure to the financial services industry. Interns will gain experience in Marketing function, while building valuable skills for a successful career!

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 $25.00 – $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.

#Wealthspire