Financial Planning, Research and Analysis

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Attleboro Wealth Management is a financial planning and investment management firm in Bucks County. Clients are private individuals, trust and endowments and pension plans. Interns at AWM have a great opportunity for hands on experience with a small, but busy firm. Financial Planning, Research and Analysis interns will assist the staff with day to day activities. This includes portfolio analysis and construction, financial planning data entry and review and basic office functions. Past interns have commented on the depth of experience with industry systems and processes. Past interns have also complemented the staff at Attleboro for the amount of access to industry professionals and opportunities for real world learning of the finance industry.


Basic office functions, assist in data entry, assist in portfolio review and analysis, assist in financial planning structure and process.


Must have strong excel skills. Must have at least a basic knowledge of investment structures (mutual funds, etfs, stocks, bonds), should have a basic knowledge of portfolio analytics.

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