About the role#
C&N is seeking a Wealth Management Intern for Summer 2027. This full-time, on-site internship in Doylestown, Pennsylvania, provides hands-on exposure to client service, financial planning, and operational workflows. You will work alongside Wealth Advisors and Associate Advisors to support client relationships and gain a practical understanding of a community-based wealth management environment.
What you'll do#
- Prepare client meeting materials and support ongoing communication initiatives.
- Gain insight into retirement planning, asset allocation, risk tolerance, 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.
- Complete a wealth-related capstone project, such as developing an education resource for young professionals, analyzing client onboarding workflows, or supporting a client engagement initiative.
What you'll need#
- You must be an undergraduate student entering your junior or senior year in Fall 2027.
- Pursuing a degree in Finance, Financial Planning, Business Administration, Economics, Accounting, or a related field.
- A strong interest in wealth management or financial advising.
- Professional communication skills and a client service orientation.
- Strong analytical thinking, organizational skills, and attention to detail.
- The ability to handle confidential financial information responsibly.
Location & details#
- This is a paid, full-time internship located in Doylestown, Pennsylvania.
- The term is for Summer 2027.
About C&N
C&N is a public banking institution founded in 1864. It operates with a focus on serving local families and businesses across Pennsylvania and New York. The company maintains a workforce of 545 employees. Its headquarters are located in Wellsboro, Pennsylvania.
How to get in at C&N
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