About the role#
The Wealth Management Intern works alongside Wealth Advisors and Investment Analysts to help clients manage and deploy financial assets. You will assist individuals, business owners, and families with complex financial planning needs. This role provides exposure to a variety of advisory solutions and the opportunity to build professional relationships across the firm.
What you'll do#
- Develop financial plans and conduct research on asset classes, investment strategies, and individual securities.
- Identify client investment goals, risk profiles, and objectives.
- Review investment portfolios.
- Participate in leadership development workshops and continuous learning sessions.
- Collaborate with leadership to identify opportunities for operational efficiencies.
- Take part in team-building exercises and community outreach.
What you'll need#
- Currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
- A minimum GPA of 3.0.
- Strong technical skills and the ability to solve problems.
- Excellent verbal and written communication skills.
- Ability to work autonomously under pressure with tight deadlines and multiple priorities.
- A desire to pursue a career in wealth management.
Location & details#
- Location: Lancaster, Pennsylvania.
- Term: Summer 2027.
- Modality: On-site.
- Employment type: Full-time.
- Compensation: $20.00 to $25.00 per hour.
- This is a paid internship. Please note that sponsorship is not available for this role.
About RKL LLP
RKL LLP is an advisory firm based in Lancaster, Pennsylvania. It provides tax, accounting, financial management, and technology consulting services. The firm employs between 501 and 1,000 people. It operates as a partnership and serves organizations with various business needs.
How to get in at RKL LLP
Applying early to RKL LLP gives you a distinct advantage because recruiters review applications as they arrive. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you can submit your materials before the pile grows. Being among the first to apply ensures your resume is seen while the team is still actively filling the class. You can improve your response rates by reaching out to the recruiters behind these roles directly to ask about the position or a referral. Intern Insider surfaces the specific people managing the hiring process for RKL LLP, which helps you move past the standard queue. A direct, professional inquiry often provides more clarity on the role than a generic application.
