Wealth Management Intern
On-siteFredericksburg, Virginia, United States
Fredericksburg, Virginia, United StatesOn-siteInternshipEntry LevelBachelors Degree
InternshipEntry LevelBachelors Degree
Job Summary
Temporary non-exempt Wealth Management Intern in Fredericksburg, VA (30-40 hours/week). Provides exposure to wealth management, client accounts, and various roles; includes training on First Clearing, Black Diamond, and Salentica; emphasizes confidentiality, teamwork, and learning across the firm.
Required Qualifications
- Business or Finance student pursuing a bachelor’s degree
- Availability to work 30-40 hours per week
Desired Qualifications
- Previous experience working in financial services (preferred but not required)
- Proficiency in Microsoft Office Programs, especially Excel and Word
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