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Wealth Management Intern-Summer/ Fall 2027

Legacy Advisors
  • Pennsylvania
    25 days ago

    Job Description

    About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and financial planning for ultra-high-net-worth ($25M+) individuals and business owners. As an independent, fee-based firm, we are committed to helping our clients achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are always in order. The common trait they share is too little time to take care of the strategic and tactical planning needed to secure their financial objectives.
     
    Position Summary: The Wealth Management Intern supports daily work across the firm, not within a single team. Most of the day-to-day tasks originate from Investment Operations such as reporting and portfolio administration, but the role also works directly with other departments as needs arise, giving the intern broad exposure to how investment decisions, operations, wealth planning and client service connect across the firm. This role offers hands-on experience in financial markets, investment products, and client services, with opportunities to gain insight into all areas of the firm.
    **We are seeking candidates who are available for a Summer 2027 Internship and beyond, ideally with the ability to commit to a one-year engagement, including part time hours while attending school and full-time work during the summer. Only local candidates will be considered.
     
    Position Responsibilities:
    Responsibilities span several areas of the firm and will shift over time as projects and firm priorities change. Below are the general areas the intern can expect to support:
     
    Investment Operations & Reporting
    • Assist with client performance reporting, trade and cash activity monitoring, and periodic reports (e.g., transactions, cash flow, portfolio drift) that may carry investment implications.
    Investment Advisory Support
    • Support Portfolio Managers with market research, manager meeting notes, and day-to-day client portfolio administration.
    Firm-Wide Projects & Special Assignments
    • Contribute to firm-wide initiatives as they arise, which may include work with Wealth Planning, Client Service, Operations, or other teams depending on current priorities.
    Specific tasks and projects will evolve throughout the internship based on the firm's needs. Interns should expect to work across multiple teams over the course of the engagement rather than a single, fixed set of duties.
     
    Schedule & Commitment:
    • 10-15 hours per week while attending school, 30-35 hours per week during the Summer.
    Background Requirements/Preferences:
    • Working towards a bachelor's degree in Finance, Business, or related field.
    • Familiarity with markets and investments – such as: Mutual Funds, Stocks & Bonds, and Alternative investments (Hedge Funds & Private Equity).
    • Proficiency in Word, Excel and Outlook.
    • Experience with Bloomberg and performance reporting software is a plus.
    • Organized, detail-oriented and able to multitask.
    • Excellent written and verbal communication skills.
    • Commitment to Legacy's Core Values of…
      • Client First
      • Work Hard
      • Excellence
      • Positive Attitude
      • Respect
      • Always Do the Right Thing

    Numbers & Facts

    LocationPennsylvania
    Websitehttps://legacyadvice.com

    Skills

    • Bond Marketunmatched
    • Cash Flowunmatched
    • Communication Skillsunmatched
    • Customer Service Operationsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Equity Securitiesunmatched
    • Financeunmatched
    • Financial Planningunmatched
    • Hedge Fundsunmatched
    • High Net Worthunmatched
    • Investment Managementunmatched
    • Investment Reportingunmatched
    • Market Researchunmatched
    • Meeting Minutesunmatched
    • Microsoft Excelunmatched
    • Microsoft Outlookunmatched
    • Microsoft Wordunmatched
    • Multitaskingunmatched
    • Mutual Fundsunmatched
    • Operations Planningunmatched
    • Organizational Skillsunmatched
    • Performance Analysisunmatched
    • Presentation/Verbal Skillsunmatched
    • Private Fundingunmatched
    • Rich Internet Application (RIA)unmatched
    • Stock Marketunmatched
    • Strategic Planningunmatched
    • Wealth Managementunmatched
    • Writing Skillsunmatched

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