Wealth Management Summer 2027 Intern – Investment (Lancaster Office)

RKL Wealth Mgmt LLC provides wealth management services to individuals, business owners, and families with sophisticated financial planning needs. The Wealth Management Summer Intern will support Wealth Advisors and Investment Analysts through financial planning, investment research and analysis, portfolio reviews, client goal assessment, and professional development activities.

What you'll do:

• Exposure to a variety of clients and wealth advisory solutions
• Support in various assignments consisting of developing financial plans, conducting research and analysis of various asset classes, investment strategies and individual securities, identifying client investment goals, risk profiles and objectives, and reviewing investment portfolios
• Network with peers and team members at all levels
• Participate in team building exercises and community outreach activities
• Participate in continuous learning and leadership development workshops
• Collaborate with leadership to identify opportunities for efficiencies
• Take initiative to be a team player (seeks out opportunities to help others)
• Treat everyone with respect
• Develop loyalty and trust with the team
• Successfully adapt to different personalities and working styles
• Proactively and effectively communicate information regarding status issues to team members
• Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions

What they're looking for:

• * Excellent organization skills and strong attention to detail
• * Multi-tasker with the ability to prioritize work accordingly
• * Excellent verbal and written communication skills
• * Strong analytical and interpersonal skills
• * Ability to work autonomously under the pressure of tight deadlines and multiple priorities
• * Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, Business Management and/or related field
• * Minimum GPA of 3.0
• * Desire to pursue a career within wealth management
• * Excellent communication and analytical skills required
• * Strong technical skills with the ability to problem-solve in a fast-paced environment
• * Must be able to remain in a stationary position as needed
• * The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc