Summer 2027 Intern - Wealth

SC&H; Cockeysville (MD); On-site; USD 12,398,000 - 15,429,000; Full time

Job summary

SC&H invites students to join its Wealth Practice for a 10-week summer internship from June to August. The role is in-person at Hunt Valley, MD, with an average 30–32 hour work week.

Interns will work on diverse client projects under guided mentorship across wealth planning and advisory services including retirement, estate, and insurance planning. Responsibilities include data entry, basic spreadsheet analyses, preparing client paperwork, and supporting the wealth advisory team in creating

Qualifications

• Pursuing a degree in Finance or another business-related major
• GPA of 3.6 or above
• Future interest in pursuing Series 65 or 66
• Previous successful business experience
• Proficiency in Microsoft Office
• Ability to produce an outstanding work product or deliverable
• Reliable transportation to Hunt Valley, MD location

Responsibilities

• Assist in entering and organizing financial data into company systems and perform basic analysis on spreadsheets to support the advisory team
• Help in preparing and organizing client paperwork, such as account opening documents, compliance forms, and transaction records
• Provide general administrative support to the wealth advisory team
• Assist in creating financial plans for clients and offering recommendations to be considered by the client

Skills

Integrity

Verbal skills

Analytical ability

Team collaboration

Attention to detail

Professional demeanor

Independent thinking

Development interest

Education

Pursuing Finance degree

Tools

Microsoft Office

Job description

Our summer internship program provides students with hands-on professional experience, networking opportunities, and access to SC&H fun while honing essential skills for early career success. For 10-weeks spanning June to August, our interns work on diverse client projects and receive guided mentorship in one of our many unique service lines. Our internship is in-person at one of our offices 4x a week with an average work week of 30-32 hours.

About our Wealth Practice

Wealth Planning & Advisory is more than just managing investments. It begins with creating a goal-specific, time-specific plan unique to an individual or a family. Our wealth advisors take time to understand our clients' values, needs, and goals. By focusing on what's in our control, and balancing present-day needs with long-term objectives, we help clients create a comprehensive financial plan. This plan reflects what our clients are hoping to accomplish, considers their current resources, maps to agreed-upon goals, and implements strategies that move them towards successful outcomes. Services we offer include retirement, investment, estate, and insurance planning.

As a member of our Wealth Advisory team, you will:

• Assist in entering and organizing financial data into company systems and perform basic analysis on spreadsheets to support the advisory team in making data-driven decisions.
• Help in preparing and organizing client paperwork, such as account opening documents, compliance forms, and transaction records.
• Provide general administrative support to the wealth advisory team.
• Assist in creating financial plans for clients and offering recommendations to be considered by the client.

Requirements:

• Pursuing a degree in Finance or another business-related major
• Future interest in pursuing Series 65 or 66
• GPA of 3.6 or above
• Previous successful business experience
• Proficiency in Microsoft Office
• Ability to produce an outstanding work product or deliverable
• Reliable transportation to our Hunt Valley, MD location

Skills:

• Exceptional integrity, values, principles, and work ethic
• Superb verbal communication, business writing, and interpersonal skills
• Excellent analytical, organization, and project management skills
• Willing to work in a fast-paced and collaborative environment
• Tremendous attention to detail
• Professional demeanor
• Ability to excel in a team environment
• Ability to think independently
• An interest in professional development

More information about our program and upcoming events can be found on our website here.

About SC&H

SC&H is an employee-owned, global consulting and financial services firm - home to people who believe in the power of trusted personal relationships. Everyone here shares a passion for driving results, fueled by the genuine connections we forge. Our expert capabilities and exceptional service have shaped the firm's longstanding reputation for excellence and impressive growth. But it's the partnerships we build and the success we help deliver that make each day rewarding - for our colleagues, our clients, and our communities.

Recognized annually by Inc., Baltimore Business Journal, Accounting Today, and Inside Public Accounting as a "Best Place to Work," SC&H is routinely named one of the fastest-growing firms for organic growth in the United States. Our success is powered by 13 diverse practices at the intersection of finance, technology, and accounting; 430+ professionals across offices in Maryland, Tysons Corner / Washington D.C., Philadelphia, Chicago, and India; and a client base ranging from emerging growth to world-renowned Fortune 500 companies. This is the place to build lasting professional relationships, grow your skills, and fulfill your potential.

SC&H

Make it Rewarding.

Salary & BenefitsThe rate for this position is $30.00-$35.00 per hour. Salary offers are made based on a variety of candidate specific factors such as candidate's skills, performance, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. As a 100% employee-owned firm, SC&H offers the unique benefit of real equity ownership for every colleague with at least 1 year of service. Watch your stake grow as your tenure increases and the firm achieves success. We also offer a comprehensive health plan with multiple options to suit your needs, at least 4 weeks of paid time off, 8 firm-paid holidays, 401k with employer match, and an annual firm trip for you and a guest to an all-inclusive tropical location. Please note for all intern and extern positions, you are not eligible for the benefits outlined above unless you become a full-time employee with the Firm.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

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