Wealth Management Intern: Client Exposure & Growth

RKL eSolutions; Lancaster, Northern (Lancaster County, KY); Hybrid; USD 25,000 - 34,000; Full time

Job summary

RKL eSolutions in Lancaster, PA, seeks a motivated student intern to support wealth advisory projects. The role involves developing financial plans, researching asset classes and investment strategies, and aligning client goals with portfolios.

You will network with peers and leadership, participate in team-building and community outreach, and engage in ongoing learning to develop skills in a dynamic professional services environment.

Qualifications

• Pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, Business Management and/or related field.
• Minimum GPA of 3.0.
• Desire to pursue a career within wealth management.
• Excellent communication and analytical skills required.
• Strong technical skills with the ability to problem-solve in a fast-paced environment.

Responsibilities

• Exposure to a variety of clients and wealth advisory solutions.
• Support in developing financial plans, researching asset classes and investment strategies, and reviewing portfolios.
• Network with peers and team members at all levels.
• Participate in team building and community outreach activities.
• Engage in continuous learning and leadership development workshops.
• Collaborate with leadership to identify opportunities for efficiencies.

Skills

Organization

Multitasking

Verbal comms

Written comms

Analytical

Interpersonal

Education

Bachelor’s/Master’s in Finance or related

GPA 3.0+

Job description

RKL eSolutions in Lancaster, PA, seeks a motivated student intern to support wealth advisory projects. The role involves developing financial plans, researching asset classes and investment strategies, and aligning client goals with portfolios.

You will network with peers and leadership, participate in team-building and community outreach, and engage in ongoing learning to develop skills in a dynamic professional services environment.