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Internship Rbc Wealth Management Jobs in Potomac, MD

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How much do internship rbc wealth management jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for internship rbc wealth management in Potomac, MD is $17.90, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $19.90 per hour, depending on experience, location, and employer.

What is an internship at RBC Wealth Management?

An internship at RBC Wealth Management is a temporary, structured work experience designed for students or recent graduates interested in finance and wealth management. Interns gain hands-on exposure to key areas such as investment strategies, client services, and financial planning. The program helps participants develop practical skills, receive mentorship from industry professionals, and learn about career opportunities within RBC. These internships often serve as a valuable stepping stone for a future career in banking or finance.

What types of projects or tasks can I expect to work on during an internship at RBC Wealth Management?

As an intern at RBC Wealth Management, you can expect to assist with a variety of tasks such as preparing client presentations, conducting financial research, supporting advisors with portfolio analysis, and participating in team meetings. You may also have the opportunity to work on special projects related to market trends or client outreach initiatives. This hands-on experience helps interns develop a strong foundation in wealth management while working closely with experienced professionals in a collaborative environment.

What key skills and qualifications are needed to thrive as an intern at RBC Wealth Management?

To thrive as an Intern at RBC Wealth Management, you generally need strong analytical abilities, attention to detail, and a solid academic background in finance, business, or a related field. Familiarity with Microsoft Excel, financial modeling tools, and CRM systems is highly valued. Exceptional communication skills, a proactive attitude, and teamwork set standout candidates apart. These skills and qualities are crucial for supporting client needs, contributing to projects, and gaining valuable industry experience in a competitive financial environment.

What is the difference between Internship Rbc Wealth Management vs Financial Advisor?

AspectInternship Rbc Wealth ManagementFinancial Advisor
CredentialsTypically pursuing or completed relevant finance or business degrees; may have licensing requirementsRequires licensing (e.g., Series 7, Series 66), certifications (e.g., CFP), and experience
Work EnvironmentInternship setting within RBC, focusing on learning and support rolesClient-facing, advising clients on investments and financial planning
Employer & Industry UsageUsed as a training role within RBC Wealth ManagementProfessional role in wealth management firms, banks, or independent practices

In summary, an Internship Rbc Wealth Management is an entry-level, learning-focused position within RBC, while a Financial Advisor is a licensed professional providing personalized financial advice and managing client portfolios.

Is it hard to get a wealth management internship?

Internships in wealth management, including those at RBC Wealth Management, are competitive and often require strong academic performance, relevant skills such as financial analysis, and prior experience or certifications. Applicants should demonstrate professionalism, communication skills, and a solid understanding of financial services to improve their chances of securing an internship.

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For Internship Rbc Wealth Management jobs in Potomac, MD, the most frequently searched job titles are:

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The top searched job categories for Internship Rbc Wealth Management jobs in Potomac, MD are:

Internship Rbc Wealth Management jobs near you

Analyst (DC - August 2027 Start)

Brighton Jones

Washington, DC • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Job description

Ready to make a meaningful impact?
 
At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive "Best Places to Work" awards including Inc.com's 2025 list, as well as national honors for community impact.
 
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. 

We are looking for our next Analyst. Analysts build the foundational knowledge, skills, and confidence needed to support clients and advisory teams at a high level. Working alongside experienced advisors, Analysts gain exposure to financial planning, client service, and business operations while participating in structured training, coaching, and hands-on development opportunities. Through meaningful client work and continuous learning, Analysts develop the capabilities needed to take on increasing responsibility and grow within the advisory profession.

Take our Values in Action Self-Assessment to see how our values align! 
What You'll Do:
Financial Planning & Analysis:
  • Prepare financial planning, investment, and wealth management analyses and deliverables in partnership with advisory team members.
  • Support portfolio reviews and investment research by gathering data, conducting analyses, and helping identify opportunities for discussion with the advisory team.
  • Conduct analyses related to financial planning topics, including tax planning, equity compensation, retirement planning, and wealth transfer strategies while maintaining accurate client and portfolio records.
  • Partner with Tax, Investments, Estate Planning, and advisory teams to support the development and implementation of client recommendations.
  • Build technical expertise, professional judgment, and client service skills through structured training, coaching, and real-world client work.
Client Meeting Preparation & Delivery:
  • Partner with advisory teams to prepare client meeting agendas, analyze client data, support the development of recommendations, prepare client deliverables, and document client action items in Salesforce.
  • Support tax coordination and implementation activities for clients' personal and trust accounts, working closely with advisory team members and internal specialists.
  • Coordinate and track client service team priorities, ensuring follow-through on action items and helping deliver a consistent, high-quality client experience.
Operations & Client Service: 
  • Support the day-to-day priorities of advisory teams by providing analytical, operational, and client service support throughout the client lifecycle.
  • Partner with advisory team members to execute time-sensitive client requests, including trades, wire transfers, and journals, while ensuring accuracy, proper approvals, timely completion, and clear communication.
  • Work closely with custodians and internal partners to support account servicing, operational requests, and client-related inquiries.
  • Gather, organize, and maintain client information within Salesforce and other firm systems, ensuring accurate records and high-quality client data.
Your Experience:
  • Bachelor's degree required (preferably in Financial Planning, Finance, Accounting, Business, or Economics)
  • Academic success and other internships or work-related experience preferred.
  • Series 65 (or equivalent) or ability to obtain within 120 days of hire.
  • Strong interest in pursuing the Certified Financial Planner (CFP) credential in the future.
  • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job.
Skills & Attributes:
  • Demonstrates professionalism, integrity, accountability, and sound judgment.
  • Communicates clearly and builds trust with clients, teammates, and business partners.
  • Takes ownership, follows through on commitments, and proactively seeks solutions.
  • Applies analytical thinking, curiosity, and attention to detail to complex financial information.
  • Organizes work effectively and manages multiple priorities with accuracy and reliability.
  • Welcomes feedback and demonstrates a commitment to continuous learning and development.
  • Contributes positively to team culture and is motivated to deliver exceptional client experience.
Program Details:
  • Position to begin on August 9, 2027.
  • This role is an in-office, and exempt position. We are a work from office culture with lots of flexibility.
Analyst Training Program (ATP)

As an Analyst, you will participate in the Analyst Training Program (ATP), a structured development experience designed to build the foundational knowledge, skills, and experiences needed to support clients and grow your career at Brighton Jones. The program combines formal training, hands-on learning, coaching, mentorship, and practical application to help Analysts develop the capabilities required for long-term success.

During the program, you will: 

  • Complete required onboarding, training, and licensing milestones, including preparation for and completion of the Series 65 examination.
  • Participate in classroom-based and real-world learning designed to build foundational financial planning, client service, and business knowledge.
  • Apply learning through guided practice, job shadowing, and progressively challenging client-related work assignments.
  • Partner closely with a dedicated Training Partner and People Manager who will provide coaching, feedback, and support throughout the program.
  • Build relationships across the firm through collaboration with teammates, mentors, and cross-functional partners.
  • Develop an understanding of the Brighton Jones client experience, business model, and career development framework.
  • Progress toward demonstrated proficiency in key Analyst competencies and ATP graduation requirements.
  • Program Length: The program is designed to be completed within 6 - 12 months. Timing may vary based on licensing completion, demonstrated proficiency against defined Analyst competencies, quality and consistency of work, and readiness for increasingly independent assignments.
  • Completion & Graduation: Successful completion confirms that the Analyst has demonstrated the program's foundational competencies. Future career progression will be evaluated separately based on sustained performance, demonstrated readiness, credential requirements, business needs, and the firm's promotion process.
Compensation:
  • Pay: $81,000 per year
 
Ownership & Financial Wellbeing
  • Fully paid medical, dental, and vision coverage for employees
  • 401(k) with 100% match up to 3% of annual compensation
  • Equity ownership opportunities for every employee
  • New Business Incentive Program
  • Generous employee referral bonus
  • Cell phone data reimbursement
  • Financial planning services discount for employees and immediate family members
 
Time & Flexibility
  • Minimum 3 weeks PTO starting Day 1
  • Winter Break, Summer Friday flex-days, and 10 paid holidays
  • Unlimited Volunteer Time Off plus company grant matching
  • Heavily subsidized transit
 
Growth & Development
  • 100% reimbursement for required training, certifications, licensing, and dues
  • Personal career development plans
  • Richer Life Business Partner (coaching for all employees)
  • Mindful Emotional & Social Intelligence training
  • Annual professional & personal wellbeing stipend
 
Connection & Community
  • Quarterly team-building events
  • Regular social events
  • Employee-led book clubs, committees, and affinity groups
 
Family & Milestones
  • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
  • Adoption benefits
  • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. 

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
 
Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.
 
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. 

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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