Advisory Intern

About Us

At HB Wealth internships are designed to give you more than just a glimpse into wealth management. Youll gain hands-on experience learn directly from seasoned professionals and see how our team lives out our mission to bring unwavering financial peace of mind to the clients we are privileged to serve. Through mentorship professional development and firm-wide initiatives youll build valuable skills expand your network and discover what it means to thrive in a purpose-driven firm.

What Were Looking For

HB Wealth is seeking (2) Advisory Associate Interns to work in our Towson MD office. This position will assist Wealth Advisors in accomplishing the overall goal of serving our clients. Youll be part of a dynamic supportive teamlearning from the best developing new skills and having a great time while you do it! This is a paid internship beginning June 1 2027 and running through August 6 2027. HB offers a well-structured challenging and collaborative Summer Intern program.

Candidates must submit a letter of interest to be 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

• Support the Advisory team by gathering and organizing client data preparing materials for meeting agendas portfolio proposals and quarterly reports and assisting in the development and maintenance of comprehensive financial plans including balance sheets investment allocation charts estate summaries and income tax projections.
• Provide support in the maintenance of the CRM system including recording meeting notes updating client records and data clean-up projects.
• Supports the firm in other special projects (including technology and operations projects) as needed.
• End of internship capstone project and presentation.

• Must be a rising senior pursuing a bachelors degree from an accredited college or university (required).
• Strong verbal and written communication skills.
• Client-focused professional who demonstrates integrity strong interpersonal skills and a collaborative team-oriented attitude.
• Highly organized and detail-oriented with strong analytical skills follow-through and a proactive mindset suited to fast-paced entrepreneurial environments.
• 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 Elevatedbringing 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

$30/hr