Financial Services/Wealth Management Internship

We are an Independent, Registered Investment Advisor focused on providing comprehensive white glove concierge financial services to our clientele. A specialty and focus of ours is working closely with the LGBTQ+ community. We're a friendly financial services business located in Towson and are seeking an upperclassman for our summer internship program. The intern will do administrative work, assist with investment research, work directly with our lead financial planner, shadow our president, and be directly immersed in our marketing endeavors.

Work days and hours are flexible, with a minimum of 10 hours per week required. 

Reliable transportation/housing is necessary as this is an IN PERSON internship.

There will NOT be any hybrid/virtual component.

Start/end date is flexible depending on school schedules.

Internship Objectives:

20% administrative jobs

10% software training

25% investment allocations

25% financial planning

20% marketing