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Waldron Private Wealth · 2 months ago

Wealth Planning Intern - Summer 2026

Wayne, PA

Internship

Onsite

Intern

Start in 2026 Summer

Waldron Private Wealth is looking for a Wealth Planning Intern to take part in an Internship Program that provides students with the opportunity to learn the wealth management industry. The role involves developing an understanding of financial planning and investment management while preparing client reports and assisting in various administrative tasks.

Financial ServicesWealth Management

No H1B

Responsibilities

Develop a thorough understanding of the wealth management process for clientele, including financial planning and investment management responsibilities

Prepare a wide-range of client reports, including investment updates, investment portfolio analysis, cash flow projections, net worth reviews, tax analysis, and insurance reviews

Assist in the preparation of complex investment portfolio rebalancing decisions

Participate in associate team meetings, presenting a variety of topics

Research technical advisory issues and writing entries for internal-use wiki

Assist with research and writing firm publications

Provide administrative support to CSS, Operations, and Business Development on various requests including preparing mailings, faxing, emailing, filing, making copies, scanning docs, generating reports and other administrative related items as requested

Qualification

Undergraduate studentGraduate studentWork authorization in U.S.Commitment to internshipAvailability 15 hours/weekAvailability 35-40 hours/week

Required

Currently enrolled as an undergraduate or graduate student

Must be able to commit to the internship for multiple semesters

Must have reliable transportation to and from our offices in Bridgeville, PA, Plymouth, MI, and Wayne, PA

Ability to work a minimum of 15 hours per week during the school year and 35-40 hours per week during the summer months

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time

Will work out of closest office to you during the school year