Wealth Management Summer 2027 Intern – Advisory (Reading Office)

About the Role

The Wealth Management Intern works closely with Wealth Advisors and Investment Analysts who guide clients on how to invest, manage, and deploy financial assets. They engage with a wide range of clients, including individuals, business owners, and families with sophisticated financial planning and wealth management needs, to help realize their unique goals.

Responsibilities

• Exposure to a variety of clients and wealth advisory solutions
• Support in assignments such as developing financial plans, conducting research and analysis of asset classes, investment strategies, and individual securities
• Identify client investment goals, risk profiles, and objectives
• Review investment portfolios
• Network with peers and team members at all levels
• Participate in team-building exercises and community outreach activities
• Attend continuous learning and leadership development workshops
• Collaborate with leadership to identify opportunities for efficiencies

People Management & Relationships

• Take initiative to be a team player (seek out opportunities to help others)
• Treat everyone with respect
• Develop loyalty and trust within the team
• Adapt to different personalities and working styles
• Proactively and effectively communicate status and issues to team members
• Hold self-accountable for assigned work; seek continuous feedback to learn and develop
• Be open to new ideas and suggestions

Requirements

• Excellent organization skills and strong attention to detail
• Ability to multi-task and prioritize work accordingly
• Excellent verbal and written communication skills
• Strong analytical and interpersonal skills
• Ability to work autonomously under tight deadlines and multiple priorities

Qualifications

• Currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Management, or a related field
• Minimum GPA of 3.0
• Desire to pursue a career within wealth management
• Strong technical skills with the ability to problem-solve in a fast-paced environment

Essential Functions

• Ability to remain in a stationary position as needed
• Occasional movement within the office and at client offices to access file cabinets, office machinery, etc.
• Constant operation of a computer and other office productivity machinery (e.g., calculator, copy machine, printer)
• Ability to communicate professionally and exchange information with internal and external stakeholders
• Ability to lift/carry up to 20 pounds
• Ability to work outside of normal business hours and weekends as needed
• Ability to travel to local and non-local clients as needed; overnight travel may be required

This job description is subject to change at any time, and additional responsibilities may be assigned.