Wealth Intern (Fall 2026)

DBHW Wealth Partners • South Milwaukee, WI

9d • $18 - $22

About The Position

This internship offers a unique opportunity to work alongside experienced financial advisors and support teams within wealth management. Interns will gain hands-on experience in understanding client needs, developing financial solutions, preparing financial plans, and conducting market research. The role also involves collaborating on special projects focused on enhancing client experience and operational efficiency, including the transition to new technology and data hygiene initiatives.

Requirements

• Pursuing a bachelor’s degree in Finance, Economics, Business, or a related field.
• Junior (rising senior) or Senior year students with strong academic standing.
• Proficient in Microsoft Office Suite, particularly Excel, and eager to learn financial modeling tools.
• Strong communicators with excellent analytical and problem-solving skills.
• Enthusiastic about delivering excellent service and learning in a professional environment.

Nice To Haves

• Previous wealth management internship experience.

Responsibilities

• Work alongside experienced financial advisors and support teams to understand client needs and develop tailored financial solutions.
• Assist in preparing financial plans, investment strategies, and client presentations.
• Perform market research and analysis to identify trends and opportunities.
• Gain exposure to the day-to-day operations of wealth management.
• Collaborate on special projects aimed at improving client experience and operational efficiency.
• Work on transitioning the department into new technology and help with data hygiene.

Benefits

• Competitive pay within the national average.
• A supportive and inclusive company culture.
• Networking opportunities with industry professionals.
• Hands-on experience and mentorship to prepare you for a career in wealth management.
• Potential for future full-time opportunities based on performance and business needs.

What This Job Offers

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