Summer 2027 Intern - Wealth
About The Position
Our summer internship program provides students with hands-on professional experience, networking opportunities, and access to SC&H fun while honing essential skills for early career success. For 10-weeks spanning June to August, our interns work on diverse client projects and receive guided mentorship in one of our many unique service lines. Our internship is in-person at one of our offices 4x a week with an average work week of 30-32 hours. Wealth Planning & Advisory is more than just managing investments. It begins with creating a goal-specific, time-specific plan unique to an individual or a family. Our wealth advisors take time to understand our clients’ values, needs, and goals. By focusing on what’s in our control, and balancing present-day needs with long-term objectives, we help clients create a comprehensive financial plan. This plan reflects what our clients are hoping to accomplish, considers their current resources, maps to agreed-upon goals, and implements strategies that move them towards successful outcomes. Services we offer include retirement, investment, estate, and insurance planning.
Requirements
- Pursuing a degree in Finance or another business-related major
- Future interest in pursuing Series 65 or 66
- GPA of 3.6 or above
- Previous successful business experience
- Proficiency in Microsoft Office
- Ability to produce an outstanding work product or deliverable
- Reliable transportation to our Hunt Valley, MD location
Nice To Haves
- Exceptional integrity, values, principles, and work ethic
- Superb verbal communication, business writing, and interpersonal skills
- Excellent analytical, organization, and project management skills
- Willing to work in a fast-paced and collaborative environment
- Tremendous attention to detail
- Professional demeanor
- Ability to excel in a team environment
- Ability to think independently
- An interest in professional development
Responsibilities
- Assist in entering and organizing financial data into company systems and perform basic analysis on spreadsheets to support the advisory team in making data-driven decisions.
- Help in preparing and organizing client paperwork, such as account opening documents, compliance forms, and transaction records.
- Provide general administrative support to the wealth advisory team.
- Assist in creating financial plans for clients and offering recommendations to be considered by the client.
Benefits
- Real equity ownership for every colleague with at least 1 year of service
- Comprehensive health plan with multiple options to suit your needs
- At least 4 weeks of paid time off
- 8 firm-paid holidays
- 401k with employer match
- Annual firm trip for you and a guest to an all-inclusive tropical location
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What This Job Offers
Job Type
Part-time
Career Level
Intern
Education Level
Associate degree
