Wealth Advisory Intern 10-Week In-Person Program

SC&H Group; Cockeysville (MD); On-site; USD 41,000 - 48,000; Full time

Benefits offered by this job

Health plan

Paid time off

8 holidays

401k with employer match

Annual firm trip

Job summary

SC&H invites talented students to join our 10‑week summer internship in Hunt Valley, MD, gaining hands‑on experience across our Wealth Practice. interns work 30–32 hours per week, 4 days on-site, with guided mentorship on diverse client projects and data analysis in a collaborative, in‑person setting.

As part of Wealth Advisory, you will assist with financial data entry, client paperwork, and plan development while developing proficiency in MS Office and professional communication in a

Qualifications

• Pursuing a Finance or business-related major.
• GPA 3.6 or higher.
• Previous successful business experience.
• Proficiency with Microsoft Office.

Responsibilities

• Enter and organize financial data to support the advisory team.
• Prepare and organize client paperwork and transaction records.
• Provide general administrative support to wealth advisory team.
• Assist in creating financial plans and client recommendations.

Skills

Integrity and ethics

Verbal communication

Analytical thinking

Organization and project management

Team collaboration

Independent thinking

Professional development interest

Microsoft Office proficiency

Education

Finance or business major (pursuing)

GPA 3.6+

Tools

Microsoft Office

Job description

SC&H invites talented students to join our 10‑week summer internship in Hunt Valley, MD, gaining hands‑on experience across our Wealth Practice. interns work 30–32 hours per week, 4 days on-site, with guided mentorship on diverse client projects and data analysis in a collaborative, in‑person setting.

As part of Wealth Advisory, you will assist with financial data entry, client paperwork, and plan development while developing proficiency in MS Office and professional communication in a