Intern - Wealth

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    SC&H

    Driving business, technology, and teams forward.

    201-500 employeesFounded 1991Hunt Valley, MarylandBusiness Consulting and Services
    Actively hiringPaidSummer 2027Business Consulting and Services
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    Best applied by Sep 14

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    About the role#

    This summer internship offers students professional experience within our Wealth Advisory team. You will work on client projects and receive mentorship throughout the 10-week program. This is a paid, full-time position spanning June to August 2027.

    What you'll do#

    • Enter and organize financial data into company systems.
    • Perform basic spreadsheet analysis to support data-driven decisions.
    • Prepare and organize client paperwork, including account opening documents and transaction records.
    • Assist the team in creating financial plans and developing client recommendations.
    • Provide general administrative support to the wealth advisory team.

    What you'll need#

    • Current pursuit of a degree in Finance or a business-related major.
    • A GPA of 3.6 or higher.
    • Previous successful business experience.
    • Proficiency in Microsoft Office.
    • Ability to produce high-quality work and deliverables.
    • Future interest in obtaining Series 65 or 66 licensure.

    Location & details#

    • Location: Hunt Valley, Maryland.
    • Work modality: Hybrid (in-person four days per week).
    • Reliable transportation to our Sparks, MD location is required.
    • This position does not offer visa sponsorship.

    About SC&H

    SC&H is a consulting and financial services firm founded in 1991. Based in Hunt Valley, Maryland, the company operates as an employee-owned organization with a staff of nearly 500 people. It provides audit, risk management, investment banking, and digital transformation services. The firm serves a diverse client base ranging from small businesses to Fortune 500 companies.

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