Wealth Management Intern (Summer 2026)

RehmannGrand Rapids, MI
77d

About The Position

At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you're in the early stages of your professional journey or you're further down your path, we're focused on helping you achieve your goals - whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.

Requirements

  • Pursuit of a finance major and eventual CFP license
  • Preferred graduation dates with 150 credit hours: December 2025-August 2027
  • GPA of 3.0 or higher
  • Initiative and drive exhibited through leadership experiences in work and/or campus extracurriculars
  • Some work experience (related or unrelated) is preferred
  • Strong, hands-on Excel skills
  • Excellent verbal and written communication skills
  • Advanced problem solving and critical thinking skills
  • Motivation to continuously learn and improve, easy to coach
  • Unwavering integrity in all situations
  • Enthusiasm, eagerness to engage, contribute, and have fun

Responsibilities

  • Conduct investment research
  • Perform account review and data analysis
  • Participate in projects to transition accounts to firm-managed models using our portfolio management system
  • Assist with market research and data analysis

Benefits

  • Programs and benefits that encourage growth and development
  • Benefits focused on physical and mental health
  • Paid time off for volunteering and diversity-related activities
  • Flexible work arrangements

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What This Job Offers

Career Level

Intern

Industry

Professional, Scientific, and Technical Services

Education Level

Bachelor's degree

Number of Employees

501-1,000 employees

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