2027 Corporate Intern - Wealth Management

Associated Bank•Minneapolis, MN

22h•$17 - $27

About The Position

Associated Bank’s 12-week internship offers hands-on experience, real-world skill development, mentorship, networking, and exposure to career possibilities across the organization. The intern participates in structured corporate programming and rotates through Wealth Management functions, including private banking, investments, financial planning, personal trust administration, and operations. The role supports Wealth Management professionals with research, analysis, information gathering, and administrative projects, while developing an understanding of financial markets, economic trends, and solutions used to support clients’ financial goals. The intern may also work on innovation and emerging-technology projects, including exploring ways AI could improve manual processes and workflows. The position requires compliance with company policies, procedures, confidentiality guidelines, and applicable laws and regulations. This is a 12-week internship. The stated base pay range is $17.00–$26.71 per hour; actual pay may vary based on factors including work location, skills, experience, education, and qualifications.

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.
Follow company policies, procedures, and confidentiality guidelines.

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.
Strong analytical and critical thinking skills.
Excellent verbal and written communication skills.
Initiative, curiosity, and willingness to ask thoughtful questions.
Strong organizational skills and attention to detail.
Ability to build relationships and work effectively with a variety of professionals.
Proficiency with Microsoft Excel.
Interest in financial markets, economic trends, and current events impacting 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 Wealth Management through rotational assignments across private banking, investments, financial planning, personal trust administration, and operations.
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 projects related to innovation and emerging technologies, 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, and complete additional duties as assigned.
Comply with applicable laws and regulations and report suspicious activity, customer complaints, procedure violations, and ethical concerns as prescribed.