Wealth Management Intern – Summer 2027

Careers@C&N; Doylestown (Bucks County); Presencial; USD 28.000 - 36.000; Jornada completa

Descripción de la vacante

C&N Wealth Management invites you to join our team in Doylestown, PA as a Wealth Management Intern for Summer 2027. You will work alongside Wealth Advisors to support client relationships, planning discussions, and operational workflows in a community-based setting.

This full-time 12-week program starts May 17 and ends August 6. Ideal candidates are undergraduates entering their junior or senior year, pursuing Finance or related fields, with strong communication and analytical skills and a

Formación

• Undergraduate students entering junior or senior year in Fall 2027 pursuing a Finance/related degree.
• Strong interest in wealth management or financial advising is preferred.
• This internship is full-time, 12 weeks, May 17–Aug 6, 2027.
• Excellent communication, analytical thinking, attention to detail, and client-service orientation required.

Responsabilidades

• Assist in preparing client meeting materials and supporting ongoing client communication.
• Gain exposure to retirement planning, asset allocation, risk tolerance discussions, and trust basics.
• Help with account documentation, workflow organization, and client segmentation analysis.
• Observe referral strategies and cross-department collaboration to support wealth growth.
• Gaining exposure to documentation standards and regulatory considerations within wealth management.
• Complete a wealth-related capstone project such as developing an education resource or improving onboarding workflows.

Conocimientos

Professional communication skills

Analytical thinking

Attention to detail

Client service orientation

Organizational skills

Confidential information handling

Educación

Undergraduate student (Finance/related field)

Descripción del empleo

C&N Wealth Management invites you to join our team in Doylestown, PA as a Wealth Management Intern for Summer 2027. You will work alongside Wealth Advisors to support client relationships, planning discussions, and operational workflows in a community-based setting.

This full-time 12-week program starts May 17 and ends August 6. Ideal candidates are undergraduates entering their junior or senior year, pursuing Finance or related fields, with strong communication and analytical skills and a