About the Company:
Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth individuals and families. We are true fiduciary advisors, always placing clients' interests ahead of our own. Our clients value us for our partnership, planning-centric approach, advanced expertise, and unique investment access. Our people are our most valuable assets. We believe that by taking care of our people, they will, in turn, take care of our clients.
About the Role:
Crewe Advisors is seeking a dynamic and motivated Wealth Management intern for the Spring 2026 semester. This position will collaborate directly with both the Advisory Teams and the Investment Team, gaining hands-on experience by contributing to projects across various departments. Your assignments will be shaped by the evolving needs of the firm, offering you exposure to multiple facets of our business.
The internship will be 16-22 hours per week, running from January 5th to April 22nd. This is a part-time, on-site position located in downtown Salt Lake City, requiring availability on Mondays and Wednesdays from 8 AM to 5 PM, with optional additional hours.
The internship will culminate in a 7-week capstone project that allows you to apply what you've learned and make a meaningful impact.
Responsibilities will include (but are not limited to) the following:
- Support Investment Team with due diligence and other investment research, including support on evaluation of investment and portfolio managers.
- Support Advisory Teams with various client projects, including research, write-ups, data management, and custom report preparation.
- Work across the entire firm to support development and business goals through short-term tasks and projects.
- Develop a 7-week capstone project based on assessment of firm needs.
Requirements:
- Junior or senior pursuing a bachelor’s degree in a related field.
- Strong interest in client service and a desire to learn about the financial services industry.
- Capability to evaluate investment opportunities, conduct industry research, and make informed investment recommendations.
- Self-motivated with the ability to work autonomously while contributing to a collaborative team environment.
- Exceptional attention to detail, ensuring accuracy in reports, administrative tasks, and client service requests.
- Effective communication skills, including proficiency with Outlook, Teams, and other tools for staying connected with the team.
- Excellent time management skills, with a strong ability to follow directions and meet deadlines.
- Adherence to compliance, risk, and corporate/industry protocols.
- Commitment to being on-site for the full duration of the internship.
Preferred Qualifications:
- Excellent presentation skills, both oral and written.
- Excel and financial modeling skill set.
- Strong analytical and quantitative skills.
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What We Do
Crewe Advisors is a multi-family office, operating as a fee-based independent SEC Registered Investment Advisor. Teams work with limited amount of clients ensuring a low client-to-professional ratio, allowing a great deal of focus and attention to each client family. Crewe’s team of professionals represent complementary skill sets and experience across multiple disciplines. The multi-family office provides similar benefits afforded to single family offices in a more cost effective, synergistic structure. Crewe Advisors seeks to protect and grow existing wealth, plan for future generations, and simplify the lives of clients.
