Wealth Advisory Internship: Data & Planning Hands-On

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

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