Wealth Management Summer Internship: Learn & Analyze

RKL Wealth Mgmt LLC; Lancaster (Lancaster County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Life insurance

FSA (Flexible Spending Accounts)

Disability insurance

PTO

Job summary

RKL Wealth Mgmt LLC in Lancaster, PA invites motivated students to join our wealth management internship program. You will gain exposure to a variety of clients and wealth advisory solutions while supporting the creation of financial plans, researching asset classes, and reviewing portfolios.

Working with our team, you will develop your financial analysis and communication skills, participate in leadership development workshops, and contribute to community outreach activities.

Qualifications

• Excellent organization and attention to detail required.
• Ability to manage multiple tasks and priorities effectively.
• Strong verbal and written communication skills.
• Solid analytical and interpersonal abilities.
• Ability to work autonomously under tight deadlines and competing priorities.

Responsibilities

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

Skills

Organization

Attention to detail

Multitasking

Verbal communication

Written communication

Analytical skills

Interpersonal skills

Autonomy

Education

Finance/Accounting/Economics/Business Management degree

Job description

RKL Wealth Mgmt LLC in Lancaster, PA invites motivated students to join our wealth management internship program. You will gain exposure to a variety of clients and wealth advisory solutions while supporting the creation of financial plans, researching asset classes, and reviewing portfolios.

Working with our team, you will develop your financial analysis and communication skills, participate in leadership development workshops, and contribute to community outreach activities.