Analysis Skills, Customer Experience, Detail Oriented, Economics, Finance, Financial Modeling, Financial Planning, Investment Strategy, Market Analysis, Market Research, Mentoring, Microsoft Excel, Microsoft Office, Needs Assessment, Operational Strategy, Operations Management, Problem Solving Skills, Sales Presentation, Service Delivery, Trend Analysis, Wealth Management
South Milwaukee, Wisconsin
Hours: 16 - 40 hours per week
What You’ll Do: As a Wealth Management Summer Intern, you will:
- Work alongside experienced financial advisors and support teams to understand client needs and develop tailored financial solutions.
- Assist in preparing financial plans, investment strategies, and client presentations.
- Perform market research and analysis to identify trends and opportunities.
- Gain exposure to the day-to-day operations of wealth management.
- Collaborate on special projects aimed at improving client experience and operational efficiency.
- Work on transitioning the department into new technology and help with data hygiene.
Who You Are: We are seeking motivated and detail-oriented students who are:
- Pursuing a bachelor’s degree in Finance, Economics, Business, or a related field.
- Previous wealth management internship experience.
- Junior (rising senior) or Senior year students with strong academic standing.
- Proficient in Microsoft Office Suite, particularly Excel, and eager to learn financial modeling tools.
- Strong communicators with excellent analytical and problem-solving skills.
- Enthusiastic about delivering excellent service and learning in a professional environment.
What We Offer:
- Competitive pay within the national average.
- A supportive and inclusive company culture.
- Networking opportunities with industry professionals.
- Hands-on experience and mentorship to prepare you for a career in wealth management.
- Potential for future full-time opportunities based on performance and business needs.
DBHW Wealth Partners is an Equal Opportunity Employer