Financial Intern

Program Goal

The MWM Financial Internship Program aims to provide aspiring financial professionals with hands-on experience and exposure to the Wealth Management industry. Through this program, interns will have the opportunity to apply their knowledge, develop essential skills, and contribute to the MWM team, while supporting the growth and success of our clients.

Job Description

 As a MWM Financial Intern, you will:

o  Assist the MWM team of financial advisors in preparing comprehensive financial plans for clients.

o  Conduct research on investment options, asset allocation strategies, and market trends.

o  Participate in client meetings, gaining exposure to the financial planning process.

o  Support the MWM team in portfolio analysis and performance reporting.

o  Collaborate with various departments to streamline operations and enhance client experiences.

o  Assist with administrative work to help onboard and service clients and client accounts

o Participate in internship educational aspects through Case Study analysis and presentation

Company Description

 Marion Wealth Management (MWM) is a Registered Investment Advisory providing investment, retirement, tax, estate and general financial planning advice to affluent families and business owners in the Pittsburgh area. MWM serves over 400 families, managing around 500 million dollars in assets on their behalf as their fiduciary.

Required Skills

Rising Senior (Fall 2025) in pursuit of a degree in Finance, Economics, Marketing, Business, or a related field. 

 Strong analytical and problem-solving skills

Familiarity with and interest in Microsoft Excel and other financial analysis tools

 Excellent communication and interpersonal skills

 Passion to help people to achieve success through the financial services industry, and a desire to learn and grow in the financial services field.

Time Horizon

Semester term internship with potential for additional term.  

Time Requirements

Weekly Commitment: Minimum of 8 hours, maximum of 16 hours per week.

Work Schedule: Monday–Thursday, 8:30 AM to 4:30 PM (in-person only; no evening or weekend work). 

Location: In-person position; reliable transportation is required.

Compensation

 This is a paid internship opportunity. MWM interns will receive an hourly rate agreed upon during the hiring process.

Recruitment Process

Interested candidates may apply online through Handshake 

MWM will review applications and contact potential candidates to begin the interview process.