Wealth Management Intern
About The Position
This intern will report to the Wealth Management Administration Team. In this role, you will spend 10 weeks learning the intricate roles of Wealth Management at Columbia Bank through shadowing Private Bankers, Healthcare Bankers, licensed Wealth Advisors and Trust Officers. You may be asked to prepare materials for client meetings, shadow client meetings, collaborate with cross-functional teams and aide in operational tasks. Your objective will be to gain practical experience in evaluating financial data, understanding investment products, and supporting client relationship processes in order to build competencies needed for a future role in financial services. Preferred degree and skillset include a degree in Finance or Business Management. Preferred candidates would be inquisitive, comfortable asking questions for further understanding, willing and comfortable engaging with professionals across a wide spectrum, able to multitask, and proven self-starters that can work independently or as part of a group. MS Word, MS Excel, MS PowerPoint, and MS Power BI proficiency desired.
Requirements
- You’re an undergraduate student aiming to graduate in spring 2026/2027 or a recent graduate within the last year.
- Available to work full-time (40 hours/week), fully onsite, for 10 weeks starting in June.
- Strong written and verbal communication skills.
- Proficient in Excel and PowerPoint.
- Excellent interpersonal skills.
Nice To Haves
- Degree in Finance or Business Management.
- Inquisitive, comfortable asking questions for further understanding, willing and comfortable engaging with professionals across a wide spectrum, able to multitask, and proven self-starters that can work independently or as part of a group.
- MS Word, MS Excel, MS PowerPoint, and MS Power BI proficiency desired.
Responsibilities
- Prepare materials for client meetings
- Shadow client meetings
- Collaborate with cross-functional teams
- Aide in operational tasks
- Gain practical experience in evaluating financial data
- Understanding investment products
- Supporting client relationship processes
Benefits
- comprehensive healthcare coverage (medical, dental, and vision plans)
- a 401(k)-retirement savings plan with employer match for qualifying associate contributions
- an employee assistance program
- life insurance
- disability insurance
- tuition assistance
- mental health resources
- identity theft protection
- legal support
- auto and home insurance
- pet insurance
- access to an online discount marketplace
- paid vacation, sick days, volunteer days, and holidays
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Education Level
No Education Listed
