Wealth Management Intern: Client Solutions & Growth

rkl; Reading (Berks County); On-site; USD 28,000 - 33,000; Part time

Job summary

rkl in Reading, United States, seeks a candidate pursuing a degree in Finance/Accounting/Economics/Business to join our wealth management team as a part-time role. You will engage in financial planning, research, and analysis across asset classes, while building relationships with clients and team members.

Ideal candidates demonstrate strong communication, analytical skills, and the ability to work autonomously under deadlines; GPA 3.0+ is required, with potential for growth in leadership and

Qualifications

• Currently 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

• Must be able to remain in a stationary position as needed.
• Occasionally move about inside the office and at client offices to access file cabinets and equipment.
• Operate a computer and office productivity machinery.
• Communicate professionally with internal and external actors.
• Lift/carry up to 20 pounds.
• Possible after-hours and weekend work as needed.
• Travel to local and non-local clients, overnight travel may be required.

Skills

Organization skills

Multi-tasking

Verbal & written communication

Analytical skills

Autonomous work

Education

Bachelor's/ Master's in Finance/Accounting/Economics/Business

GPA 3.0+

Job description

rkl in Reading, United States, seeks a candidate pursuing a degree in Finance/Accounting/Economics/Business to join our wealth management team as a part-time role. You will engage in financial planning, research, and analysis across asset classes, while building relationships with clients and team members.

Ideal candidates demonstrate strong communication, analytical skills, and the ability to work autonomously under deadlines; GPA 3.0+ is required, with potential for growth in leadership and