Internship - Private Wealth Management (Fairfax, VA Summer 2027)
Core
Summer internship supporting Financial Advisors in private wealth management by conducting research, preparing client materials, and handling administrative tasks.
Role type
Summer intern (Private Wealth Management)
Builds
Client presentations, financial planning research, branch marketing initiatives
Domain
Financial services / Private Wealth Management
Deliverable
product features
Required skills
Research, report review, client meeting preparation, financial planning support, administrative task management, document processing
Preferred skills
Finance or business degree, prior office experience, strong verbal and written communication, organizational excellence, strategic thinking
Technologies
None stated
Responsibilities
Review reports and conduct research, Prepare for client meetings and presentations, Assist with financial planning and market research, Handle admin tasks, calls and basic client questions, Contribute to branch marketing initiatives, Process paperwork and documents
Seniority
Intern