Wealth Management Intern

Legacy Advisors; Harmonville (PA); On-site; USD 20,664 - 34,440; Part time

Job summary

Legacy Advisors, LLC in Plymouth Meeting, PA, offers a Wealth Management Intern position that spans Investment Operations, reporting, and client service. You will gain hands-on exposure to financial markets, investment products, and firm-wide projects while supporting several departments.

Ideal candidates are pursuing a Finance or Business degree, know Word, Excel, Outlook, and are available for Fall 2026 and beyond, with the possibility of a one-year engagement including Summer 2027.

Qualifications

• Pursuing a Bachelor's degree in Finance, Business, or related field.
• Familiarity with Bloomberg and performance reporting software is a plus.
• Proficiency in Word, Excel, and Outlook.

Responsibilities

• Assist with client performance reporting, trade and cash activity monitoring, and periodic reports.
• Support Portfolio Managers with market research and day‑to‑day client portfolio administration.
• Contribute to firm‑wide projects across Wealth Planning, Client Service, and Operations.
• Interns work across multiple teams as needed and evolve in responsibilities.

Skills

Word

Excel

Outlook

Education

Working toward a Bachelor's degree in Finance/Business or related field

Tools

Bloomberg

Performance reporting software

Job description

About Our Firm

Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well‑established and growing RIA with expertise in investment and financial planning for ultra‑high‑net‑worth ($25M+) individuals and business owners. As an independent, fee‑based firm, we are committed to helping our clients achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are always in order. The common trait they share is too little time to take care of the strategic and tactical planning needed to secure their financial objectives.

Position Summary

The Wealth Management Intern supports daily work across the firm, not within a single team. Most of the day‑to‑day tasks originate from Investment Operations such as reporting and portfolio administration, but the role also works directly with other departments as needs arise, giving the intern broad exposure to how investment decisions, operations, wealth planning and client service connect across the firm. This role offers hands‑on experience in financial markets, investment products, and client services, with opportunities to gain insight into all areas of the firm.

Position Responsibilities

Responsibilities span several areas of the firm and will shift over time as projects and firm priorities change. Below are the general areas the intern can expect to support:

Investment Operations & Reporting

• Assist with client performance reporting, trade and cash activity monitoring, and periodic reports (e.g., transactions, cash flow, portfolio drift) that may carry investment implications.

Investment Advisory Support

• Support Portfolio Managers with market research, manager meeting notes, and day‑to‑day client portfolio administration.

Firm‑Wide Projects & Special Assignments

• Contribute to firm‑wide initiatives as they arise, which may include work with Wealth Planning, Client Service, Operations, or other teams depending on current priorities.

Specific tasks and projects will evolve throughout the internship based on the firm’s needs. Interns should expect to work across multiple teams over the course of the engagement rather than a single, fixed set of duties.

Schedule & Commitment

• 10‑15 hours per week while attending school, 30‑35 hours per week during the Summer.

Background Requirements / Preferences

• Working toward a Bachelor's degree in Finance, Business, or related field.
• Familiarity with markets and investments – such as Mutual Funds, Stocks & Bonds, and Alternative investments (Hedge Funds & Private Equity).
• Proficiency in Word, Excel, and Outlook.
• Experience with Bloomberg and performance reporting software is a plus.
• Organized, detail‑oriented and able to multitask.
• Excellent written and verbal communication skills.
• Available for a Fall 2026 Internship and beyond, ideally with the ability to commit to a one‑year engagement, including part‑time hours while attending school and full‑time work during the Summer of 2027. Only local candidates will be considered.
• Commitment to Legacy's Core Values of...
• Client First
• Work Hard
• Excellence
• Positive Attitude
• Respect
• Always Do the Right Thing