Wealth Management Intern
C&N • Doylestown, PA2d
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Intern - Wealth Management (SUMMER 2027)
C&N•Doylestown, PA
About The Position
C&N is seeking a motivated, detail-oriented Wealth Management Intern for Summer 2027. This full-time, 12-week internship offers practical exposure to client service, financial planning concepts, and book-of-business support in a community-based wealth management environment. The intern will work alongside Wealth Advisors and Associate Advisors on client relationship management, documentation preparation, planning discussions, and operational workflows. The anticipated start date is May 17, 2027, and the anticipated end date is August 6, 2027.
Requirements
- Be an undergraduate student entering junior or senior year in Fall 2027; applicants outside this academic level will not be considered.
- Pursue a degree in Finance, Financial Planning, Business Administration, Economics, Accounting, or a related field.
- Demonstrate professional communication skills, strong analytical thinking, attention to detail, client service orientation, and organizational skills.
- Be able to handle confidential financial information responsibly.
- Demonstrate the competencies of managing complexity, instilling trust, interpersonal savvy, action orientation, and nimble learning.
Nice To Haves
- Strong interest in wealth management or financial advising.
Responsibilities
- Assist in preparing client meeting materials and support ongoing client communication initiatives.
- Gain exposure to retirement planning, asset allocation, risk tolerance discussions, and trust basics.
- Assist with account documentation, workflow organization, and client segmentation analysis.
- Observe referral strategies and cross-department collaboration that support wealth growth.
- Gain exposure to documentation standards and regulatory considerations within wealth management.
- Complete a wealth-related capstone project, such as developing a young professional education resource, analyzing client onboarding workflows, or supporting a client engagement initiative.
Benefits
- Competitive rewards
- Career advancement opportunities
- Personal and professional growth through learning and collaboration
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What This Job Offers
Job Type
Full-time
Career Level
Intern
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