Wealth Management Summer Intern: Learn, Analyze, Impact Clients

RKL Wealth Mgmt LLC; Reading (Berks County); On-site; USD 23,000 - 32,000; Part time

Benefits offered by this job

Medical/ dental/ vision insurance

Life insurance

401(k) with employer match

Paid time off

Professional development

Job summary

RKL Wealth Mgmt LLC is seeking a Wealth Management Intern to work closely with Wealth Advisors and Investment Analysts. The intern will assist in developing financial plans, conducting research on asset classes, and aligning client goals with investment strategies.

Opportunities to network with peers and participate in learning workshops are part of the role. The position supports a dynamic professional services environment in Pennsylvania, with exposure to a broad client base including

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

Responsibilities

• Develop financial plans and conduct research across asset classes and investment strategies
• Identify client goals, risk profiles and portfolio objectives
• Assist Wealth Advisors with client engagements and portfolio reviews
• Collaborate with team to improve efficiencies and learn leadership skills

Skills

Organization

Prioritization

Verbal & written communication

Analytical skills

Autonomy under pressure

Education

Bachelor’s or Master’s degree in Finance/Accounting/Economics/Business Management

Job description

RKL Wealth Mgmt LLC is seeking a Wealth Management Intern to work closely with Wealth Advisors and Investment Analysts. The intern will assist in developing financial plans, conducting research on asset classes, and aligning client goals with investment strategies.

Opportunities to network with peers and participate in learning workshops are part of the role. The position supports a dynamic professional services environment in Pennsylvania, with exposure to a broad client base including