Summer 2027 Intern: Wealth Management
About The Position
Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America’s Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak, we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream. Ready to make an impact? We're looking for an onsite intern to join our team for the 10-week Summer Internship program (May 17 - July 23, 2027) at our headquarters in Wilmington, NC. Applications are due by 11:59 p.m. ET on Monday, September 28th.
Requirements
- Currently pursuing a degree with 2 years of educational experience in Wealth Management, Finance, Business Administration or related field
- Strong interest in the Wealth Management industry
- Proficient in Microsoft Excel, PowerPoint
Responsibilities
- Assist the Wealth Advisors (WA) as well as Client Relationship Managers (CRM) with planning and advisory activities for clients.
- Create client and prospect presentation materials.
- Run periodic reports of performance and allocations.
- Research earnings and analyst reports.
- Help facilitate account requests.
- Calendar management.
- Prepare for meetings and preparation of review material.
- Preparation of materials for potential new business opportunities.
- Prepare client correspondence and customized professional client presentation materials to support business development and marketing efforts.
- May assist with investment/wealth planning such as spreadsheet preparation and analysis.
- Assist the Chief Investments Officers to prepare the mid-year investment newsletter.
- Learn what goes into Full Balance Sheet Financial Plan.
- Understand how investment portfolios are created based on Goals Based Financial Plan.
- Present Financial Plan findings and recommendations to Relationship Management Team.
Benefits
- Paid sick leave
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Education Level
Associate degree
