Wealth Planning Intern — Multi-Semester Learning Program

Waldron Private Wealth; Bridgeville (Allegheny County); On-site; USD 21,000 - 30,000; Full time

Job summary

Waldron Private Wealth is seeking a Wealth Planning Intern for a multi-semester internship program designed to teach the wealth management industry and expose you to duties across all departments.

You will learn the wealth planning process, prepare client reports, assist with investment decisions, and participate in team meetings. This internship requires prior enrollment as an undergraduate or graduate student and full commitment for multiple semesters.

Qualifications

• Enrolled as an undergraduate or graduate student.
• Must be able to commit to the internship for multiple semesters.
• Reliable transportation to the Bridgeville, PA office.
• Able to work 15 hours/week during the school year and 35–40 hours/week in summer.
• Authorized to work in the U.S. without visa sponsorship.

Responsibilities

• Develop understanding of the wealth management process for clients, including financial planning and investment management responsibilities.
• Prepare a wide range of client reports including investment updates, portfolio analysis, cash flow projections, net worth reviews, tax analysis, and insurance reviews.
• Assist in complex investment portfolio rebalancing decisions.
• Participate in associate team meetings and present topics.
• Research advisory issues and contribute to internal wiki.
• Assist with research and writing firm publications.
• Provide administrative support to CSS, Operations, and Business Development as needed.

Skills

Wealth management

Financial analysis

Team collaboration

Education

Undergraduate or graduate student

Job description

Waldron Private Wealth is seeking a Wealth Planning Intern for a multi-semester internship program designed to teach the wealth management industry and expose you to duties across all departments.

You will learn the wealth planning process, prepare client reports, assist with investment decisions, and participate in team meetings. This internship requires prior enrollment as an undergraduate or graduate student and full commitment for multiple semesters.