Intern - Wealth Management (SUMMER 2027)

C2N; Doylestown (Bucks County); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Achieve & Grow

Learn & Develop

Contribute & Be Rewarded

Share & Celebrate

Job summary

C&N invites undergrad students entering their junior or senior year to join our Wealth Management Internship for Summer 2027 in our community-based wealth management environment. You will work alongside Wealth Advisors and Associate Advisors to support client relationship management, prepare meeting materials, and participate in planning discussions.

This hands-on internship offers real-world exposure to financial planning concepts, documentation practices, and the workflows behind wealth

Qualifications

• Undergraduate students entering junior or senior year in Fall 2027.
• Strong interest in wealth management or financial advising is preferred.
• 12-week summer internship starting May 17, 2027.
• Faculty and advisors collaboration is supported.

Responsibilities

• Assist in preparing client meeting materials and support ongoing client communication.
• Gain insight into retirement planning, asset allocation, and risk tolerance discussions.
• Assist with account documentation, workflow organization, and client segmentation analysis.
• Observe referral strategies and cross-department collaboration to support wealth growth.
• Gain exposure to documentation standards and regulatory considerations within wealth management.
• Complete a wealth-related capstone project (e.g., education resource or client onboarding workflow).

Skills

Professional communication skills

Strong analytical thinking

Attention to detail

Client service orientation

Organizational skills

Confidential financial information

Education

Finance, Financial Planning, Business Administration, Economics, Accounting, or related field

Job description

Who are we?

For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do, daily. From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including “Giving Back, Giving Together,” to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need. At the heart of what we do are our employees! C&N is a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives. Join us to be part of a team that values innovation, collaboration, and excellence, where your career aspirations are supported, and your talents are appreciated.

Who are you?

You are professional, analytical, and interested in helping clients build long-term financial success. C&N is seeking a motivated and detail-oriented Wealth Management Intern to join our team for Summer 2027. This hands-on internship provides real-world exposure to client service, financial planning concepts, and book-of-business support within a community-based wealth management environment. You will work alongside Wealth Advisors and Associate Advisors to support client relationship management, documentation preparation, planning discussions, and operational workflows. If you’re interested in financial advising, investment management, and relationship-based sales, continue reading to learn more.

You will be responsible for:

• Client Service & Relationship Support: Assist in preparing client meeting materials and supporting ongoing client communication initiatives.
• Financial Planning Exposure: Gain insight into retirement planning, asset allocation, risk tolerance discussions, and trust basics.
• Book-of-Business Support: Assist with account documentation, workflow organization, and client segmentation analysis.
• Sales & Business Development Awareness: Observe referral strategies and cross-department collaboration that support wealth growth.
• Compliance & Regulatory Awareness: Gain exposure to documentation standards and regulatory considerations within wealth management.
• Capstone Project: Complete a wealth-related capstone such as developing a young professional education resource, analyzing client onboarding workflows, or supporting a client engagement initiative.

Requirements:

Education & Experience –

Applicants must be undergraduate students who will be entering their junior or senior year in Fall 2027 and pursuing a degree in Finance, Financial Planning, Business Administration, Economics, Accounting, or a related field. Candidates outside of this academic level will not be considered. Strong interest in wealth management or financial advising is preferred.

This internship is full-time with an anticipated start on Monday, May 17th, and will last a total of 12 weeks with an anticipated end date of Friday, August 6th.

Skills –

• Professional communication skills
• Strong analytical thinking
• Attention to detail
• Client service orientation
• Organizational skills
• Ability to handle confidential financial information responsibly

Key Competencies –

• Manages Complexity: Analyzes situations, gathers data, and evaluates options to solve complex problems effectively.
• Instills Trust: Maintains integrity, follows through on commitments, and earns credibility through consistent actions.
• Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact.
• Action Oriented: Acts quickly on challenges, seizes opportunities, and tackles tough issues with a positive attitude.
• Nimble Learning: Adapts quickly, explores solutions, embraces new challenges, and learns from mistakes.

Why C&N?

At C&N, we’re more than just a team – we’re a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities.

• Achieve & Grow: Your success is our success. At C&N, you’ll grow alongside our customers as we work together to achieve meaningful goals.
• Learn & Develop: Collaboration is at the heart of what we do. You’ll learn from and with your teammates, fostering both personal and professional growth.
• Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
• Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities.

We’re proud of our award-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award. At C&N, we live our values every day, creating a supportive, inclusive, and dynamic environment where you can thrive.