Wealth Intern (Fall 2026)

DBHW Wealth Partners
  • South Milwaukee, Wisconsin
    30+ days ago

    Job Description


    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

    Numbers & Facts

    LocationSouth Milwaukee, Wisconsin

    Skills

    • Analysis Skillsunmatched
    • Customer Experienceunmatched
    • Detail Orientedunmatched
    • Economicsunmatched
    • Financeunmatched
    • Financial Modelingunmatched
    • Financial Planningunmatched
    • Investment Strategyunmatched
    • Market Analysisunmatched
    • Market Researchunmatched
    • Mentoringunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Needs Assessmentunmatched
    • Operational Strategyunmatched
    • Operations Managementunmatched
    • Problem Solving Skillsunmatched
    • Sales Presentationunmatched
    • Service Deliveryunmatched
    • Trend Analysisunmatched
    • Wealth Managementunmatched

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