Wealth Fiduciary Summer Internship 2027

Johnson Financial Group • Milwaukee, OH

1d

About The Position

Looking for an internship where you feel inspired, challenged and empowered to succeed? At Johnson Financial Group, our internship experience is designed to help you build a strong foundation for your future. You’ll be challenged to grow, supported by experienced professionals, and encouraged to contribute in ways that make an impact from day one. Johnson Financial Group is Wisconsin’s largest privately held, family-owned financial services institution, headquartered in Racine with locations across the state. Guided by our values of compassion, consistency, customer focus, and community, we are committed to helping our associates, clients, and communities thrive. During our 11-week rotational internship, you’ll work closely with our Wealth Fiduciary team to gain hands-on experience and exposure to the important role fiduciary services play in supporting clients, families, trusts, and estates. Through meaningful projects, day-to-day learning, and opportunities to work alongside experienced professionals, you’ll develop foundational knowledge that will prepare you for entry-level opportunities in wealth management. Our goal is to provide you with an immersive learning experience that deepens your understanding of financial services while helping you discover how your interests and strengths may align within Wealth Fiduciary services. You’ll gain experience in the areas of: WEALTH FIDUCIARY: Gain exposure to how fiduciary professionals administer trusts, estates, and other fiduciary relationships while supporting clients and beneficiaries with care, accuracy, and professionalism. You may assist with account reviews, documentation, client service support, research, reporting, and other projects that provide insight into the responsibilities, regulations, and relationship-focused work within Wealth Fiduciary services. Our program also allows interns to experience the history of JFG and its surrounding communities. Beyond your day-to-day Wealth Fiduciary experience, you’ll have opportunities to connect, give back, and be part of memorable moments throughout the summer, including: Connecting with our Executive Team during orientation and continuing to build relationships with leaders throughout the summer. Giving back alongside fellow interns and associates through a community volunteer event at the Hunger Task Force. Taking part in the Light the Hoan Internship Challenge, a collaborative project that brings interns together and highlights the true power of teamwork. Enjoying additional networking, learning, and community-focused experiences designed to make your summer meaningful and fun. Experience what it’s like to work for an organization that helps you build a foundation for your future success.

Requirements

• Actively seeking a degree in Pre-law, Legal Studies, Finance, Accounting, Investments, Business, or related field
• Junior standing
• Interest in wealth management, fiduciary services, trust administration, estate planning, or client service

Responsibilities

• Assist with account reviews, documentation, client service support, research, reporting, and other projects within Wealth Fiduciary services.
• Gain exposure to how fiduciary professionals administer trusts, estates, and other fiduciary relationships.
• Support clients and beneficiaries with care, accuracy, and professionalism.
• Participate in meaningful projects and day-to-day learning opportunities.
• Connect with the Executive Team and build relationships with leaders.
• Participate in a community volunteer event at the Hunger Task Force.
• Collaborate on the Light the Hoan Internship Challenge.
• Engage in additional networking, learning, and community-focused experiences.

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed