JOB DETAILS

Summer 2025 Intern - Wealth

SC&H Group • Part-time • Sparks Glencoe, Maryland, United States • 2w ago

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.

About our Wealth Practice

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.

Requirements:

GPA of 3.2 or above
Previous successful business experience
Proficiency in Microsoft Office
Ability to produce an outstanding work product or deliverable
Reliable transportation to our Sparks, MD location

Skills:

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
Professional demeanor
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 websitehere.

About SC&H

SC&H is a national 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 — a passion 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 foster and success we help deliver that make each day rewarding — for our colleagues, our clients, and our community.

SC&H has been deemed a “best place to work” by Inc., Baltimore Business Journal, Accounting Today, and Inside Public Accounting. In 2022, Inside Public Accounting recognized us as the fastest growing firm for organic growth in the United States. Our success is driven by 11 diverse practices at the intersection of finance, enterprise technology, and accounting, 400 employees, and a client base of rapidly growing startups to world-renowned Fortune 500 companies. This is the place to build lasting professional relationships, grow your skills, and fulfill your potential.

SC&H

Make it Rewarding.

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