Intern - Wealth Management (SUMMER 2027)

Careers@C&N; Doylestown (Bucks County); On-site; USD 28,000 - 36,000; Full time

Job summary

C&N Wealth Management invites you to join our team in Doylestown, PA as a Wealth Management Intern for Summer 2027. You will work alongside Wealth Advisors to support client relationships, planning discussions, and operational workflows in a community-based setting.

This full-time 12-week program starts May 17 and ends August 6. Ideal candidates are undergraduates entering their junior or senior year, pursuing Finance or related fields, with strong communication and analytical skills and a

Qualifications

• Undergraduate students entering junior or senior year in Fall 2027 pursuing a Finance/related degree.
• Strong interest in wealth management or financial advising is preferred.
• This internship is full-time, 12 weeks, May 17–Aug 6, 2027.
• Excellent communication, analytical thinking, attention to detail, and client-service orientation required.

Responsibilities

• Assist in preparing client meeting materials and supporting ongoing client communication.
• Gain exposure to retirement planning, asset allocation, risk tolerance discussions, and trust basics.
• Help with account documentation, workflow organization, and client segmentation analysis.
• Observe referral strategies and cross-department collaboration to support wealth growth.
• Gaining exposure to documentation standards and regulatory considerations within wealth management.
• Complete a wealth-related capstone project such as developing an education resource or improving onboarding workflows.

Skills

Professional communication skills

Analytical thinking

Attention to detail

Client service orientation

Organizational skills

Confidential information handling

Education

Undergraduate student (Finance/related field)

Job description

Job Details

Locations

Showing 1 location

• Doylestown, PA 18901, USA
  
• On-site
• HRTR
• Full-Time

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 – You should possess well-developed abilities and a proven track record in the following areas:

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

Key Competencies – The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:

• 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.