IT Internship - Summer 2026

Annex Wealth Management LLC•Brookfield, WI

20h•Onsite

About The Position

Annex Wealth Management – Know the Difference 2026 Summer Internship Program Are you ready to jumpstart your career in the dynamic world of finance and wealth management? The Annex Wealth Management Summer Internship Program is designed to give you a comprehensive understanding of how a full-service, fiduciary firm operates. You'll gain hands-on experience, learn from industry experts, and contribute to our innovative, client-focused approach. This isn't just an internship—it's an opportunity for professional growth, learning, and making a real impact. Annex Wealth Management is an elite, privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more. Communication and Education are key to Annex Wealth Management’s growth. Check us out on YouTube, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX. Internship Opportunities We are looking for current college students between their Junior and Senior years to join us for the summer. We have 8 internship opportunities available in the following departments: IT Intern (1 Spot): Work with our IT team to provide technical support, troubleshoot issues, and learn about network infrastructure and cybersecurity. Your Experience with Annex Your time here is what you make it, and we've designed a range of activities to help you get the most out of your summer. Annex Buddy: We believe in building connections from day one. You will be paired with your Annex Buddy, Mack - Your personal guide for all things Annex this summer. More than just a buddy, she'll be your go-to person. Whether you need advice, someone to help you navigate new professional relationships, or just a friendly face to ask any and all questions. You'll have regular check-ins and a dedicated, pressure-free source of support to make sure you feel welcomed, valued, and ready to take on the world of wealth management. Intern Hub: Before your internship begins, this is a direct resource to communicate with your Annex Buddy and fellow interns to ask questions and chat before you arrive at Annex! This ensures you have a resource to turn to for any question, big or small. We are committed to your success and are here to provide support and guidance whenever you need it. Department Shadowing: Gain a comprehensive understanding of how each department operates and get exposure to different functions and roles across the firm. Leadership Lunches: Many Thursdays, you and all the interns will share lunch with an Annex leader to dive into the world of leadership, career development, and industry trends. Come prepared with questions—these leaders are ready to share their personal journeys and offer invaluable career advice. The Intern Podcast: This is your platform, your voice, and your vision. As a team, you'll brainstorm topics, interview Annex staff, and explore what matters to future finance leaders like yourselves. The skills you hone and the unique content you create will be powerful resume boosters. Check out last year's Podcast! Voluntary Department Volunteer Activity: If you have the time and passion, this is a unique chance to lead a volunteer activity for your department. It's a fantastic opportunity to develop your leadership, communication, and organizational skills while giving back to a cause you care about. Capstone Presentation: The capstone presentation is the culmination of your experience and learnings. You’ll have an opportunity to share your accomplishments, reflect on what you've learned, and receive valuable feedback.

Requirements

Current college students between their Junior and Senior years enrolled in a relevant bachelor's degree program
Strong interest in finance, investments, and wealth management
Excellent communication skills and the ability to work effectively in a team
An analytical mindset and strong attention to detail
Proficiency in Microsoft Office and a willingness to learn new tools