Wealth Advisory Intern — Paid, In-Office

HB Wealth; Towson (MD); On-site; USD 34,000 - 48,000; Part time

Benefits offered by this job

Paid internship

Job summary

HB Wealth is seeking two Advisory Associate Interns to join our Towson, MD office. You’ll assist Wealth Advisors, gather and organize client data, and help prepare materials for meetings and quarterly reports.

This paid internship runs from June 1, 2027, to August 6, 2027, with a well-structured, collaborative Summer Intern program. You will support CRM maintenance, data cleanup, and participate in firm projects across technology and operations.

Qualifications

• Rising senior pursuing a bachelor’s degree from an accredited college or university.
• Strong verbal and written communication skills.
• Ability to pass criminal background / credit check required.
• Proficiency with Microsoft Office Suite preferred.

Responsibilities

• Gather and organize client data; prepare materials for meeting agendas, portfolio proposals, and quarterly reports.
• Maintain the CRM system; record meeting notes and update client records.
• Support other special projects (including technology and operations projects).
• End-of-internship capstone project and presentation.

Skills

Verbal and written communication

Team collaboration

Analytical skills

Organizational skills

Education

Bachelor's degree in progress

Tools

Microsoft Office Suite

Job description

HB Wealth is seeking two Advisory Associate Interns to join our Towson, MD office. You’ll assist Wealth Advisors, gather and organize client data, and help prepare materials for meetings and quarterly reports.

This paid internship runs from June 1, 2027, to August 6, 2027, with a well-structured, collaborative Summer Intern program. You will support CRM maintenance, data cleanup, and participate in firm projects across technology and operations.