📍 Location: Bridgeville, Pennsylvania, United States 💼 Employment Type: INTERN 🏠 Work Mode: On Site
💰 Stipend: Not Disclosed
⏰ Application Deadline: December 27, 2025
📝 Job Description:
Position: Wealth Planning Intern - Summer 2026
Company: Waldron Private Wealth
About the Company:
Waldron Private Wealth is a boutique wealth management firm that advises a select group of individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth.
Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. For each of our select engagements, we build a team of experts with experience in the financial disciplines best suited for your specific circumstances.
Among the titles and certifications held by our team members are Certified Financial Planner®, CPA, Chartered Financial Analyst, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs.
Industry: Financial Services
Company Size: 51-200 employees
Founded: 1995
Key Responsibilities:
• Support team members in daily tasks and projects
• Participate in team meetings and training sessions
• Learn about company processes and industry practices
• Assist in research and data collection activities
• Contribute to team goals and project deliverables
Desired Skills:
• Ui
• Family Office Services
• Independent Investment Platform
• Private Wealth Management
• and Comprehensive Wealth Planning
Qualifications:
• Currently enrolled in a Bachelor's or Master's degree program
• Strong academic record
• Excellent communication and teamwork skills
• Eagerness to learn and grow professionally
Employment Type: INTERN
Location: Bridgeville, Pennsylvania, United States
Work Mode: On Site
Application Deadline: December 27, 2025
Benefits:
• Hands-on experience in a professional environment
• Mentorship from industry experts
• Networking opportunities
• Potential for future full-time employment
• Flexible work arrangements
Source: This internship is sourced from verified company listings and job boards.
🎓 Qualification Required: Currently enrolled in Bachelor's or Master's program