Wealth Management Intern-Summer/ Fall 2027

Legacy Advisors, LLC • Plymouth Meeting, PA

2d • Onsite

About The Position

Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and financial planning for ultra-high-net-worth ($25M+) individuals and business owners. As an independent, fee-based firm, we are committed to helping our clients achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are always in order. The common trait they share is too little time to take care of the strategic and tactical planning needed to secure their financial objectives.

Requirements

• Working towards a bachelor's degree in Finance, Business, or related field.
• Familiarity with markets and investments – such as: Mutual Funds, Stocks & Bonds, and Alternative investments (Hedge Funds & Private Equity).
• Proficiency in Word, Excel and Outlook.
• Organized, detail-oriented and able to multitask.
• Excellent written and verbal communication skills.
• Commitment to Legacy's Core Values of… Client First, Work Hard, Excellence, Positive Attitude, Respect, Always Do the Right Thing.

Nice To Haves

• Experience with Bloomberg and performance reporting software is a plus.

Responsibilities

• Assist with client performance reporting, trade and cash activity monitoring, and periodic reports (e.g., transactions, cash flow, portfolio drift) that may carry investment implications.
• Support Portfolio Managers with market research, manager meeting notes, and day-to-day client portfolio administration.
• Contribute to firm-wide initiatives as they arise, which may include work with Wealth Planning, Client Service, Operations, or other teams depending on current priorities.
• Specific tasks and projects will evolve throughout the internship based on the firm's needs. Interns should expect to work across multiple teams over the course of the engagement rather than a single, fixed set of duties.

What This Job Offers

• Job Type: Part-time
• Career Level: Intern