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 focuses on gaining exposure to various wealth advisory solutions and investment strategies.
What you'll do#
- Develop financial plans and conduct research on asset classes, investment strategies, and securities.
- Identify client investment goals, risk profiles, and objectives.
- Review investment portfolios.
- Collaborate with leadership to identify opportunities for efficiencies.
- Participate in team building exercises, community outreach, and leadership development workshops.
- Network with peers and team members across the firm.
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.
- A clear desire to pursue a career in wealth management.
- Strong technical, analytical, and communication skills.
- Ability to problem-solve and prioritize multiple tasks.
Location & details#
- Location: Reading, Pennsylvania.
- Term: Summer 2027.
- Modality: On-site.
- This is a paid, full-time internship.
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.
