Wealth Management Summer Internship: Build, Analyze & Grow

RKL eSolutions; Reading, Northern (Berks County, KY); Hybrid; USD 23,000 - 32,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

FSAs

Disability Insurance

Paid Time Off

401(k) Match

Learning & Development

Career Growth

Community Service

Job summary

RKL eSolutions is seeking a Wealth Management Intern to work closely with Wealth Advisors and Investment Analysts. The role involves assisting with financial planning, research, and portfolio analysis for diverse clients, including individuals and business owners.

The intern will gain exposure to wealth advisory solutions, collaborate with team members, and participate in learning workshops while developing professional skills for a career in wealth management.

Qualifications

• Pursuing a Bachelor’s or Master’s in finance, accounting, economics, business or related field.
• Minimum GPA of 3.0 required.
• Interest in wealth management and financial planning.
• Strong communication and analytical skills for client interactions.
• Ability to problem-solve in a fast-paced environment.

Responsibilities

• Develop financial plans and conduct research on asset classes and investment strategies.
• Assist in reviewing client portfolios and identifying investment goals and risk profiles.
• Collaborate with Wealth Advisors and Analysts on client needs.
• Participate in team activities, learning, and leadership development.

Skills

Excellent organization

Multi-tasking

Verbal and written communication

Analytical skills

Autonomous work under pressure

Education

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

GPA 3.0+

Job description

RKL eSolutions is seeking a Wealth Management Intern to work closely with Wealth Advisors and Investment Analysts. The role involves assisting with financial planning, research, and portfolio analysis for diverse clients, including individuals and business owners.

The intern will gain exposure to wealth advisory solutions, collaborate with team members, and participate in learning workshops while developing professional skills for a career in wealth management.