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
| Location | South 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
Level up your application
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.
Free resume templatesImprove your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.
Free resume builder