Job Description

Preston Wealth Advisors (PWA) is seeking motivated, ambitious students to join our Summer Internship Program 2025. This 10-week internship offers hands-on experience in wealth management, investment research, and client engagement, providing valuable exposure to the financial services industry. Interns will work on meaningful projects, collaborate with professionals, and develop essential skills for a future career in finance.

Key Responsibilities

Interns will be actively involved in projects that directly impact PWA’s operations and client services, including:

• Portfolio Management & Construction – Gain an understanding of portfolio management principles, asset allocation strategies, and risk management while assisting with investment research and analysis.
• Client Data Entry & Management – Assist in maintaining accurate client records by entering and updating information in financial and CRM systems.
• Client Experience & Engagement – Assist in developing new ways to enhance client relationships and engagement strategies.
• Organizational Support – Help streamline office operations by maintaining and improving workspace organization.
• Digital Transformation – Oversee the digitization of physical files to ensure efficient document management and accessibility.
• Social media & Branding – Develop and execute PWA’s LinkedIn strategy, create engaging content, and contribute to the firm’s online presence.

What You Will Gain

This internship is designed to provide real-world experience and professional growth through:

• Hands-on Exposure – Work on key projects in portfolio management, investment research, financial planning, and concierge office support.
• Mentorship – Receive direct guidance from experienced professionals in the finance industry.
• Collaboration – Engage in team-oriented projects and cross-functional initiatives.
• Skill Development – Gain expertise in financial analysis, market research, portfolio construction, data entry, and client relations.
• Networking – Connect with professionals and industry leaders to build meaningful career relationships.

Who Should Apply

PWA is looking for candidates who are:

• Current students pursuing a degree in Finance, Business, Economics, or a related field
• Strong communication and organizational skills
• Self-motivated with the ability to work independently and within a team
• Interested in finance, investments, portfolio management, and strategic problem-solving
• Proficient in Microsoft Office (Excel, PowerPoint, Word); experience with financial tools is a plus

Compensation & Work Structure

• This is an hourly, non-exempt role
• Interns will follow a structured work schedule with competitive hourly compensation

Why Intern with PWA?

At PWA, we are committed to developing future leaders in finance. Many of our past interns have successfully transitioned into full-time roles in wealth management, consulting, and financial services. We offer a professional yet supportive environment where interns are encouraged to learn, contribute, and grow.

How to Apply

To apply, submit your resume, cover letter, and any relevant work samples to charlotte@prestonwealthadvisors.com by April 14, 2025.

We look forward to reviewing your application.

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