Intern - Wealth Management (SUMMER 2027)

Careers@C&N•Doylestown, PA

About The Position

C&N is seeking a motivated, detail-oriented Wealth Management Intern for Summer 2027. This full-time, 12-week internship offers hands-on exposure to client service, financial planning concepts, and book-of-business support in a community-based wealth management environment. The intern will work alongside Wealth Advisors and Associate Advisors on client relationship management, documentation preparation, planning discussions, and operational workflows. The anticipated start date is May 17, 2027, and the anticipated end date is August 6, 2027. The internship is intended for undergraduate students entering their junior or senior year in Fall 2027 who are pursuing a relevant degree. The role offers exposure to financial advising, investment management, relationship-based sales, compliance, and regulatory considerations, and includes a wealth-related capstone project.

Requirements

Must be an undergraduate entering junior or senior year in Fall 2027; applicants outside this academic level will not be considered.
Must be pursuing a degree in Finance, Financial Planning, Business Administration, Economics, Accounting, or a related field.
Well-developed professional communication skills.
Strong analytical thinking.
Attention to detail.
Client service orientation.
Organizational skills.
Ability to handle confidential financial information responsibly.

Nice To Haves

Strong interest in wealth management or financial advising.

Responsibilities

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