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Intern - Wealth Management (SUMMER 2027) at Citi - ApplyBlast

Intern - Wealth Management (SUMMER 2027)

Citi

5 hours ago

3.6 on Glassdoor

Doylestown, Pennsylvania, United States

Onsite

Internship

Intern

0 applicants

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About this role

C&N is seeking a motivated Wealth Management Intern for Summer 2027 to gain hands-on exposure to client service, financial planning, and book-of-business support within a community-based wealth management environment. The role involves working alongside Wealth Advisors to support client relationship management, documentation preparation, and operational workflows. This full-time internship offers real-world experience in financial advising, investment management, and relationship-based sales.

Responsibilities

Assist in preparing client meeting materials and supporting ongoing client communication initiatives
Gain insight into retirement planning, asset allocation, and risk tolerance discussions
Complete a wealth-related capstone project such as developing education resources or analyzing workflows

Skills

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

View Profile

Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.