Client Service Intern

About Us

At HB Wealth were more than just a wealth management firm were 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 isnt just a principle its our promise. If youre 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 Were 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

• Positive attitude strong work ethic and an ability to work in an entrepreneurial fast-paced environment
• Must be a rising senior working towards a bachelors 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 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

$27/hr