Internship – Private Wealth Management (Cleveland, OH Summer 2027)
About The Position
The Private Wealth Management internship provides real-world, meaningful work experience. Interns are treated as valuable team members and contribute directly to team success while applying classroom knowledge, developing professional experience, and building meaningful relationships. The role provides first-hand exposure to the day-to-day work of Financial Advisors and their teams. The internship is full time during the summer, 37.5–40 hours per week, Monday through Friday, at the company’s Cleveland, Ohio office. The selected student should be available to start in June 2027. Compensation is $20.00 per hour.
Requirements
- Pursuing a bachelor’s degree in finance, business, or a related field is preferred.
- Anticipated graduation date of December 2027 or later.
- Interest in financial services and developing a career in private wealth management.
- Strong verbal and written communication skills, with the ability to communicate clearly and professionally with clients and associates.
- Strong organizational skills, including the ability to manage multiple priorities, demonstrate attention to detail, and deliver high-quality work on time.
- High motivation, proactivity, strategic thinking, and commitment to learning and contributing effectively.
Nice To Haves
- Prior experience in an office setting is preferred.
Responsibilities
- Support Financial Advisors’ projects, including reviewing reports and conducting research.
- Prepare for client meetings and presentations.
- Assist with financial planning and market research.
- Handle administrative tasks, calls, and basic client questions.
- Contribute to branch marketing initiatives.
- Process paperwork and documents.
- Perform other duties and provide project support as needed.
Benefits
- Paid holidays
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Intern
