Wealth Management Summer 2027 Intern – Advisory (Reading Office)

RKL LLP • Reading, PA

1d • Onsite

About The Position

The Wealth Management Intern works closely with Wealth Advisors and Investment Analysts who guide clients on how to invest, manage and deploy financial assets. They enter in contact with a wide range of clients including individuals, business owners and families with sophisticated financial planning and wealth management needs to help realize their unique goals.

Requirements

• Excellent organization skills and strong attention to detail
• Multi-tasker with the ability to prioritize work accordingly
• Excellent verbal and written communication skills
• Strong analytical and interpersonal skills
• Ability to work autonomously under the pressure of tight deadlines and multiple priorities
• Currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Management and/or related field
• Minimum GPA of 3.0
• Desire to pursue a career within wealth management
• Excellent communication and analytical skills required
• Strong technical skills with the ability to problem-solve in a fast-paced environment

Nice To Haves

• Take initiative to be a team player (seeks out opportunities to help others)
• Treat everyone with respect
• Develop loyalty and trust with the team
• Successfully adapt to different personalities and working styles
• Proactively and effectively communicate information regarding status issues to team members
• Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions

Responsibilities

• Exposure to a variety of clients and wealth advisory solutions
• Support in various assignments consisting of developing financial plans, conducting research and analysis of various asset classes, investment strategies and individual securities, identifying client investment goals, risk profiles and objectives, and reviewing investment portfolios
• Network with peers and team members at all levels
• Participate in team building exercises and community outreach activities
• Participate in continuous learning and leadership development workshops
• Collaborate with leadership to identify opportunities for efficiencies

What This Job Offers

• Career Level: Intern