Wealth Management Intern in Poughkeepsie, New York at Marshall & Sterling Inc

Location: This position will be located in our Marshall+Sterling Offices.

As a Wealth Management Intern, you will gain exposure to financial planning, client service, and investment support. You’ll assist with research, data entry, report preparation, and administrative tasks that support our Wealth Advisors — 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 We’re Looking For

• Well-suited for Finance, Wealth Management, or Financial Planning majors looking to apply classroom learning to real operational and analytical work.Actively pursuing a Bachelor’s or Master’s degree
• Strong attention to detail and comfort working with numbers
• Excellent written and verbal communication skills
• Proficiency with computers and willingness to learn financial tools
• Proactive attitude and desire for professional growth

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!