Summer Intern - Wealth

Our summer internship program provides students with hands‑on professional experience, networking opportunities, and access to SC&H fun while honing essential skills for early career success. For 10‑weeks spanning June to August, our interns work on diverse client projects and receive guided mentorship in one of our many unique service lines. Our internship is in‑person at one of our offices 4x a week with an average work week of 30-32 hours.

Wealth Planning & Advisory is more than just managing investments. It begins with creating a goal‑specific, time‑specific plan unique to an individual or a family. Our wealth advisors take time to understand our clients’ values, needs, and goals. By focusing on what’s in our control, and balancing present‑day needs with long‑term objectives, we help clients create a comprehensive financial plan. This plan reflects what our clients are hoping to accomplish, considers their current resources, maps to agreed‑upon goals, and implements strategies that move them towards successful outcomes.

Services we offer include retirement, investment, estate, and insurance planning.

As a member of our Wealth Advisory team, you will:

• Assist in entering and organizing financial data into company systems and perform basic analysis on spreadsheets to support the advisory team in making data‑driven decisions.
• Help in preparing and organizing client paperwork, such as account opening documents, compliance forms, and transaction records.
• Provide general administrative support to the wealth advisory team.
• Assist in creating financial plans for clients and offering recommendations to be considered by the client.

• Pursuing a degree in Finance or another business‑related major
• Future interest in pursuing Series 65 or 66
• GPA of 3.6 or above
• Previous successful business experience
• Proficiency in Microsoft Office
• Ability to produce an outstanding work product or deliverable
• Reliable transportation to our Hunt Valley, MD location

• Exceptional integrity, values, principles, and work ethic
• Superb verbal communication, business writing, and interpersonal skills
• Excellent analytical, organization, and project management skills
• Willing to work in a fast‑paced and collaborative environment
• Tremendous attention to detail
• Ability to excel in a team environment
• Ability to think independently
• An interest in professional development

More information about our program and upcoming events can be found on our website here .

SC&H is an employee‑owned, global consulting and financial services firm – home to people who believe in the power of trusted personal relationships. Everyone here shares a passion for driving results, fueled by the genuine connections we forge. Our expert capabilities and exceptional service have shaped the firm’s longstanding reputation for excellence and impressive growth. But it’s the partnerships we build and the success we help deliver that make each day rewarding — for our colleagues, our clients, and our communities.

Recognized annually by Inc., Baltimore Business Journal, Accounting Today, and Inside Public Accounting as a “Best Place to Work,” SC&H is routinely named one of the fastest‑growing firms for organic growth in the United States. Our success is powered by 13 diverse practices at the intersection of finance, technology, and accounting; 430+ professionals across offices in Maryland, Tysons Corner / Washington D.C., Philadelphia, Chicago, and India;

and a client base ranging from emerging growth to world‑renowned Fortune 500 companies. This is the place to build lasting professional relationships, grow your skills, and fulfill your potential.

Salary & Benefits The rate for this position is…