Summer Wealth Management Intern - Client Service & Planning

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

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