Wealth Management Intern (Summer 2027, Wayne)

Location: Wayne, Pennsylvania; onsite in the office 4–5 days per week. Full-time internship from June through August 2027, 40 hours per week.

Company

hirify.global is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth individuals and families through investment management, wealth strategy, and family office services.

What you will do

• Prepare client presentation materials, including financial independence and education projections, net worth statements, cash flow reports, budgets, and insurance and estate planning summaries.
• Review, summarize, and analyze client information covering risk management, retirement planning, benefits, taxes, estate plans, gifting, charitable giving, and education.
• Prepare customized financial planning templates for client meetings.
• Research financial planning topics and support firm projects and departmental initiatives.
• Manage client and firm documents in the document management system.
• Represent hirify.global professionally with clients, outside professionals, and the public.

Requirements

• Currently pursuing a bachelor’s degree; ideally a rising junior or senior in summer 2027.
• Basic understanding of financial planning and investment concepts, with familiarity with insurance, estate planning, and tax principles.
• Strong analytical, problem-solving, communication, organizational, and workload-management skills.
• Ability to manage multiple priorities, follow direction from multiple team members, and work accurately under deadlines.
• Proficiency in Microsoft Office, including Excel.
• Must be at least 18 years old and have unrestricted authorization to work in the United States; hirify.global generally hires U.S. citizens or permanent residents and requires proof of work authorization.

Culture & Benefits

• Client-first environment emphasizing collaboration, professionalism, ethics, integrity, and confidentiality.
• 401(k) plan with employer matching and subsidized medical plan options.
• Employer-paid dental, vision, life, AD&D, and short- and long-term disability insurance.
• Paid maternity and parental leave, flexible spending accounts, health savings accounts, and commuter benefits.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.