Wealth Analyst Intern

Since 1908, Rothschild Wealth Partners has helped successful individuals and families organize, grow, and protect their wealth with clarity, conviction, and care. Today we are an independent, employee-owned firm with more than $10 billion in assets under advisement and 90+ employees. With offices nationwide and our main hubs in Chicago’s Loop and Oak Brook, we serve clients across the country and around the world.

Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.
We’re growing quickly, pairing emerging talent with advisors who bring decades of experience. Because we aren’t tied to any single provider, our teams build each client’s strategy from a broad range of investments and partners. As an intern, you’ll help shape how those strategies come together and make a real mark on our team.
Your Summer at RothschildOver 8 to 10 weeks, you’ll work alongside one of our Client Advisory teams.Research investments, markets, and planning topics, and turn your findings into analysis the team puts to workHelp build financial plans and portfolio proposals spanning both public and private marketsCollaborate with advisors, operations staff, and outside partners on projects that support the firm’s growthAttend information sessions covering all areas of the wealth management industry, from financial planning and investment management to operations, compliance, and client service
You’ll leave with practical skills, mentors who know your work, and a clear view of what a wealth management career looks like day to day, along with a better sense of which path in the field fits you best.
What We’re Looking ForPursuing a bachelor’s degree in finance, xzbcwsv economics, or a related field, with graduation expected in 2027Strong analytical skills and genuine curiosity about markets, investing, and how businesses growOrganized across multiple assignments, with the initiative to move work forward when direction is limitedA genuine passion for helping people and a drive to build a career in wealth managementGrit and resilience: you see challenging work through, welcome feedback, and keep improvingDemonstrated leadership in student organizations, athletics, work, or the community