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.
Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Internship Description:
Our 10-week Summer Intern Program is designed to provide students with a challenging and meaningful experience supporting the Fiducient team. The position involves day-to-day responsibilities and a variety of projects that will allow interns to enhance their industry knowledge. The role is in-person three days a week and remote two days per week.
Location: Windsor, CT
Responsibilities (or Project Work):
- Data Integration & ETL Support: Facilitate the movement and transformation of data across cloud environments, helping to streamline automated workflows and reduce manual data entry.
- Data Quality Validation: Perform comprehensive audits of large datasets to identify and resolve discrepancies, ensuring high standards of data integrity for downstream business use.
- Pipeline Monitoring & Maintenance: Assist in the development and troubleshooting of data pipelines, ensuring that scheduled updates remained consistent and error-free.
- Business Intelligence Reporting: Develop and enhance interactive Power BI dashboards, translating complex data into clear visual formats to support executive-level decision-making.
- Process Documentation: Document technical workflows and data mapping logic to improve team transparency and ensure the long-term scalability of data projects.
