2027 Corporate Intern - Wealth Management

Associated Bank•Milwaukee, WI

15h

About The Position

Associated Bank’s 12-week internship provides meaningful, hands-on experience and opportunities to build real-world skills while exploring career possibilities. Interns participate in structured programming, gain exposure to multiple areas of Wealth Management through rotational assignments, and learn from mentors and colleagues across the organization. The intern will support Wealth Management professionals with research, analysis, and administrative projects; develop familiarity with financial markets and wealth management solutions; and collaborate with professionals across functions to understand how teams serve clients. The role also includes short-term assignments and projects, including opportunities to explore how AI and emerging technologies may improve workflows. Interns are expected to follow company policies, procedures, and confidentiality guidelines. Applicants must be pursuing a bachelor’s degree and have sophomore, junior, or senior standing when the internship begins; they must not have graduated before the start date. The posted pay range is $17.00–$26.71 per hour. Associated Bank is an equal opportunity employer and provides assistance during the application and hiring process for applicants who need an accommodation.

Requirements

Be a bachelor’s degree student with sophomore, junior, or senior standing at the time the internship starts.
Must not have graduated before the internship start date.
Demonstrate strong analytical and critical-thinking skills.
Have excellent verbal and written communication skills.
Show initiative, curiosity, and willingness to ask thoughtful questions.
Have strong organizational skills and attention to detail.
Be able to build relationships and work effectively with a variety of professionals.
Be proficient with Microsoft Excel.

Nice To Haves

Pursuing a degree in Finance, Economics, Business Administration, Financial Planning, Accounting, or a related field.
Demonstrated interest in Wealth Management, investments, financial planning, personal finance, or financial markets.
Interest in financial markets, economic trends, and current events that affect investors and clients.
Personal investing experience, finance-related coursework, participation in investment clubs, financial publications, podcasts, or related activities.

Responsibilities

Participate in structured internship programming, including orientation, workshops, networking events, research projects, and professional development activities.
Gain exposure to private banking, investments, financial planning, personal trust administration, and operations through rotational assignments.
Research client, planning, and investment-related questions and gather information to support client and prospect opportunities.
Assist financial planners and Wealth Management team members with research, analysis, and administrative projects.
Develop an understanding of financial markets, economic trends, and wealth management solutions used to support clients’ financial goals.
Observe and collaborate with professionals across Wealth Management functions to understand how teams work together to meet client needs.
Participate in innovation and emerging-technology projects, including exploring how AI may improve manual processes and workflows.
Complete short-term assignments and projects while gaining exposure to multiple Wealth Management career paths.
Follow company policies, procedures, and confidentiality guidelines; complete additional duties as assigned.
Comply with applicable laws and regulations and report suspicious activity, customer complaints, procedure violations, and ethical concerns as directed.