Wealth Management Summer 2027 Intern – Investment (Lancaster Office)

This internship offers hands-on experience working closely with Wealth Advisors and Investment Analysts to guide clients—including individuals, business owners, and families—on financial planning, investment strategies, and wealth management tailored to their unique goals.

Responsibilities

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

People Management & Relationships

• Take initiative as a team player by seeking opportunities to help others
• Treat everyone with respect and foster loyalty and trust within the team
• Adapt to different personalities and working styles
• Proactively communicate status updates and issues to team members
• Hold self-accountable for assigned work; seek continuous feedback to learn and develop
• Remain open to new ideas and suggestions

Requirements

• Excellent organizational skills and strong attention to detail
• Ability to multitask and prioritize work effectively
• Strong verbal and written communication skills
• 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 in 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 or client offices to access files, machinery, etc.
• Frequent operation of computers and office productivity machinery (e.g., calculator, printer, copier)
• Professional communication with internal and external stakeholders
• Ability to lift and carry up to 20 pounds
• Willingness to work outside normal business hours and weekends as needed
• Ability to travel locally and non-locally, including overnight travel, to meet client needs