Wealth Advisory Intern

German American Bank • Evansville, IN

1d • Onsite

About The Position

As a Wealth Advisory Intern, you will work in either the Downtown Evansville, Indiana office or the Jasper, Indiana office, partnering with a leader and mentor to learn the day-to-day functions of asset management, trust administration, estate planning, retirement plans and services, and corporate operations. You will also undertake a strategic research project, develop solutions, and present recommendations to the leadership team.

The internship provides hands-on experience with client-facing and operational aspects of Wealth Advisory, alongside a project focused on client experience and internal operations. An experience and development plan will guide your progress over the summer and help you apply your field of study in a real-world setting. You will interact with internal and external customers, gather data, compile and share reports, build relationships, participate in community events, and collaborate with your team. The program concludes with a formal presentation of your project and recommendations for next steps.

German American Bancorp and its family of financial services companies emphasize genuine, customized personal service and serving customers and communities. Employees are expected to comply with applicable banking laws and regulations and company policies and procedures. Applicants should expect pre-employment screening.

Requirements

• Be an undergraduate student pursuing a bachelor's degree in Financial Planning, Accounting, Business Administration, Finance, Management, or a related major at an accredited college or university.
• Have a minimum cumulative GPA of 2.8.
• Demonstrate outstanding work ethic, project and time management skills, strong written and verbal communication skills, attention to detail, and the ability to work independently and as part of a team.
• Be highly motivated, resourceful, and results-driven to complete project milestones.
• Be able to ask questions and provide and receive feedback.
• Have access to reliable transportation for training and networking events.

Nice To Haves

• Technology skills.
• Proficiency with the Microsoft Office Suite.
• Bilingual or multilingual ability.

Responsibilities

• Gain exposure to asset management, trust administration, estate planning, retirement plans and services, and corporate operations.
• Work on a strategic project affecting the client experience and internal operations.
• Research potential solutions and develop recommendations for leadership.
• Interact with internal and external customers.
• Gather data and compile and share reports.
• Build relationships and participate in community events.
• Collaborate with the team to determine how to complete the project.
• Present the project and recommendations for next steps in a formal program capstone.

Benefits

• Education assistance program.
• Service awards.
• Financial benefits including a 401(k) match, stock purchase plan, and loan discounts.
• National and local discounts on computers, vacations, phones, retail shopping, and other items.
• Free checking account and checks, and discounted bank services.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern