Wealth Management Intern (Summer 2026)

Rehmann

27d

About The Position

Your Passion. Your Purpose. If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. 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. To learn more about Rehmann, visit: https://www.rehmann.com/careers/ Our Commitment – Your Rehmann Internship Experience: Receive mentorship and support from team-focused associates invested in the development of others Collaborate directly with clients and top firm leaders Gain exposure to a wide variety of clients and industries Build new relationships in a friendly, professional, and growth-focused environment Experience a culture that promotes an open-door policy and work/life integration Engage in complex projects and engagements from start to finish Be entrusted with staff-level works that encourages creative problem solving and skill development Deliver exceptional client service to a diverse client base Earn a voice that is heard and makes an impact Job Description: Our Commitment – Your Rehmann Internship Experience: Receive mentorship and support from team-focused associates invested in the development of others Gain exposure to a wide variety of clients and industries Build new relationships in a friendly, professional, and growth-focused environment Experience a culture that promotes an open-door policy and work/life integration Engage in complex projects and engagements from start to finish Be entrusted with staff-level works that encourages creative problem solving and skill development Deliver exceptional client service to a diverse client base Earn a voice that is heard and makes an impact

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
Performing 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