Wealth Management Intern (Summer 2026)
About The Position
Our interns experience firsthand what it is like working in the world of financial services. As a summer intern you will work side by side with our team to provide individuals, businesses, municipalities, and not-for-profit organizations with access to all the financial services they will ever need. Interns will act as a member of the team for the summer, assisting the department and helping achieve the bank’s goal – of ensuring our community thrives and grows. Throughout the summer, interns will have an opportunity to connect with each other, shadow within a branch, network with different departments, and enjoy social events. The summer culminates in a presentation to their managers and the Executive Team. This position is a paid internship/co-op for Summer 2026. Program begins Tuesday, May 26th, 2026. Wealth Management (Financial Planning) Intern The Wealth Management intern will support financial planning execution and system transition while building a support model for clients. In this role, you will:
Requirements
- Currently pursuing a degree in Finance, Financial Planning, or a related field.
- Completion of relevant coursework in finance, investments, or personal financial planning preferred.
- Exposure to financial planning coursework or tools.
- Basic understanding of investment concepts (asset allocation, risk, return, etc.).
- Excel proficiency.
- Possess strong communication skills and organizational skills.
- Desire and comfort interacting with a wide variety of people, both internally and externally.
Responsibilities
- Assist in building, updating, and migrating financial plans using MoneyGuidePro and eMoney
- Gather, organize, and input client financial data into planning systems
- Draft planning summaries and supporting materials for advisor review
- Support plan updates related to annual reviews and client changes
- Assist with administrative and analytical work during the eMoney transition
- Shadow client meetings and internal planning discussions
- Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
