Wealth Management Intern

Company: Charlesbridge
Location: Dedham
Posted on: April 2, 2026

Job Description:

Internship Description SUMMARY Charlesbridge Advisors, LLC is seeking an in-office (32 hours per week) Wealth Management Intern from June 8th through the end of August 2026. The Wealth Management Intern would serve to assist the department in a variety of ways while obtaining relevant work experience. Responsibilities: Collaborate with management to develop office policies and procedures for registered investment advisory firm. Work to include assigned office tasks and creation of management and client reports as requested. Assist in investment research. Respond to client requests for information as needed. Provides exceptional customer service by projecting a positive and professional image of the Bank. Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client. Requirements QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE High School Diploma or GED required, pursuing Associate’s Degree or Bachelor’s Degree. Customer service experience preferred. Experience with Microsoft Office. Strong verbal/written communication and organizational skills. Ability to maintain highest level of confidentiality. LANGUAGE SKILLS Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. REASONING ABILITY Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use sufficient hand, arm and finger dexterity or feel objects, tools or controls. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. WORK ENVIRONMENT The work environment characteristics described in here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee occasionally works near moving mechanical parts and is occasionally exposed to risk of electrical shock and vibration. The noise level in the work environment is usually moderate. KEY POINTS Charlesbridge Advisors, LLC is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, age, marital status, national origin, physical or mental disability, veteran or disability status, gender identity, or expression, citizenship, genetic information, ancestral origin, military status, pregnancy, childbirth, and or conditions relating to pregnancy or any other related medical conditions or any other status protected by Federal, State or local laws. Here at Charlesbridge Advisors, LLC, we strive to foster a culture where every voice is valued and where employees have a sense of belonging and connection with each other. We are dedicated to creating a work environment that understands, supports, and welcomes diverse perspectives and backgrounds. Together, we will create an inclusive and culturally competent and supportive environment where employees model behavior that enriches the organization and the communities we support. Pay Range Disclosure The pay range for this position is $17.95 to $19.95 per hour and is the lowest to highest rate Charlesbridge Advisors, LLC in good faith believe we would pay for this role at the time of this posting. The Company may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. EOE/F/M/Vet/Disabled Salary Description $17.95 to $19.95 hourly

Keywords: Charlesbridge, Concord , Wealth Management Intern, Accounting, Auditing , Dedham, New Hampshire