Wealth Management Intern

Why Join Marshall+Sterling?

At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.

As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do.

Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. 

This position will be based out of Marshall+Sterling’s Poughkeepsie Office.

As a Wealth Management Intern, you will gain exposure to financial planning, client service, and investment support. You’ll assist with research, sit in on key meetings, and report preparation — all while shadowing experienced team members. You’ll also participate in community service opportunities and have access to learning and professional growth workshops.

What You’ll Do

• Learn how to prepare financial reports and planning documents through guided, hands-on experience.
• Learn how client data is gathered, organized, and used to support account management.
• Perform market or product research as directed 
• Shadow Wealth Advisors to become familiar with daily workflows and processes.
• Participate in community service initiatives 
• Take on meaningful assignments supporting client service 
• Attend learning and professional development workshops 

What you’ll discover as a M+S Intern:

• Competitive Pay: 19.23/ hour 22.5 hour work week
• Mentorship + Support
• Professional Development
• Collaborative learning and growth
• Community Service Opportunity
• So much more!

Requirements

• Well-suited for Finance, Wealth Management, or Financial Planning majors looking to apply classroom learning to real operational and analytical work.
• Working knowledge of basic office procedures, Internet, and Microsoft Office products.
• Ability to work effectively and relate well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
• Demonstrated ability to communicate effectively verbally and in writing.
• High level of organizational ability with attention to detail.