Investment Advisory Intern

Heritage Wealth Advisors, LLC • Wexford, PA

6h • Hybrid

About The Position

The Investment Associate plays a critical role in supporting the implementation of investment strategies across client portfolios, ensuring precision in research, reporting, and portfolio oversight. This position is designed for a detail-oriented and intellectually curious professional seeking to deepen expertise within a collaborative, high-integrity environment.

Associates partner closely with senior investment professionals and client advisors to deliver thoughtful, data-driven recommendations that reflect Heritage’s personalized, long-term approach to wealth management. Success in this role requires strong analytical capabilities, sound judgment, and the ability to synthesize complex information across diverse asset classes and planning contexts.

As part of Heritage’s investment team, this role contributes to firmwide initiatives that uphold our commitment to excellence and client-centric solutions. The Investment Associate reports to senior members of the investment group and works in alignment with broader strategic objectives, providing a foundation for a meaningful career in investment advisory.

Requirements

• Bachelor’s degree required; finance, accounting, economics, business management, or math preferred.
• CFA designation or active progress toward designation is required.
• Proficient in Microsoft Office, especially Excel, Word, and PowerPoint.
• Motivated and adaptable team player with a collaborative attitude and strong communication skills, both verbal and written.
• Able to manage multiple tasks and priorities in a dynamic environment, with a willingness to learn and grow through feedback.
• A sense of ownership, responsibility, and attention to detail in day-to-day work.
• Demonstrated alignment with Heritage Core Values: Collaboration – Works constructively with team members to support collective goals. Intellectual Curiosity – Embraces ongoing learning and adaptation in a dynamic field. Integrity – Prioritizes fiduciary responsibility and ethical conduct. Passion – Committed to delivering excellence and meaningful outcomes for clients.

Nice To Haves

• Familiarity with Tamarac, Fidelity Wealthscape, Schwab Advisor Services, and CRM systems preferred.
• Experience with AI agents or intelligent automation tools.

Responsibilities

• Participate in general client operations rotation.
• Implement portfolio management processes, including classifying securities, onboarding clients, and driving actions based on cash and equity allocations, bond maturities, and other reports. Provide trade recommendations for approval to be executed.
• Contribute to Firmwide trades by updating portfolio models and preparing block orders and allocation files for approval to be executed.
• Prepare client performance reports, meeting presentations, and investment proposals.
• Gather information and analyze businesses, managers, sectors, and asset classes across public and private markets.
• Maintain and update portfolio models, factsheets, manager reports, and meeting deliverable templates. Prepare Heritage Private Fund and other private investment reporting.
• Assist with preparation of Investment Policy Committee materials.
• Assist with coordination of internal education calls.
• Use CRM tools to document execution of portfolio management and investment processes.

Benefits

• Competitive salary and bonus potential, based on experience and performance.
• Comprehensive benefits package, including medical, dental, vision, life, AD&D, and disability insurance.
• 401(k) with profit sharing.
• Partial and/or full financial support for professional development, including certification programs, continuing education, and leadership training.
• Paid time off (vacation, sick leave, holidays) with flexible scheduling and hybrid/remote work options.
• Parental leave and family leave policies.
• Access to firm resources, internal planning services, and networking / thought leadership events.

What This Job Offers

• Career Level: Intern