Client Service Intern
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HB Wealth
Towson, MD, US
Summary
The intern will assist financial planners with operational tasks such as processing client account applications and maintaining client information. They will also conduct research projects and complete a capstone project by the end of the internship.
Job Description
Description
About Us
At HB Wealth, we're more than just a wealth management firm, we're a team that pours our heart into everything we do. Guided by integrity, collaboration, and an unwavering commitment to our clients, we strive to raise the bar in every aspect of our work. Doing the right thing isn’t just a principle, it’s our promise. If you're passionate about making a meaningful impact, putting clients first, and working alongside a team that supports and challenges each other, HB Wealth may be the place for you.
What We’re Looking For
HB is seeking (1) Client Service Associate Summer Intern to work in our Towson, MD office. This position will assist Financial Planners in the operational aspects of serving our clients. HB offers a well-structured, challenging, and collaborative Summer Intern program. This is a fantastic opportunity to work on a strong, fun team! This is a paid internship, beginning June 1, 2027, and running through August 6, 2027.
Candidates must submit a letter of interest to be considered. In no more than one page, the letter should tell us why you have chosen this field for an internship and how it will benefit your future studies and career.
Your Job Responsibilities
- Prepare and process client account applications, money movement authorizations, and various other forms to execute account maintenance
- Input and maintain client information within internal and external systems
- Research projects and various operational duties
- End of internship capstone project and presentation
Requirements
- Positive attitude, strong work ethic, and an ability to work in an entrepreneurial, fast-paced environment
- Must be a rising senior, working towards a bachelor’s degree from an accredited college or university (required)
- Client-first attitude with professionalism and integrity
- Excellent communication skills and attention to detail
- Willingness to adapt to changing priorities
- Excellent research and problem-solving skills
- Proficiency with the Microsoft Office Suite preferred
- Ability to successfully pass criminal background / credit check required
This is not a remote position. Candidates should expect to be in an HB office 5 days per week. Candidates must be local to Towson, or willing to relocate.
About HB Wealth
HB Wealth (“HB”) is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®—bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
HB is an Equal Employment Opportunity Employer
$27/hr
