Wealth Rotational Summer Internship 2027

Johnson Financial Group • Milwaukee, OH

1d

About The Position

Looking for an internship where you feel inspired, challenged and empowered to succeed? At Johnson Financial Group, our internship experience is designed to help you build a strong foundation for your future. You’ll be challenged to grow, supported by experienced professionals, and encouraged to contribute in ways that make an impact from day one. Johnson Financial Group is Wisconsin’s largest privately held, family-owned financial services institution, headquartered in Racine with locations across the state. Guided by our values of compassion, consistency, customer focus, and community, we are committed to helping our associates, clients, and communities thrive. During our 11-week rotational internship, you’ll work closely with our Wealth team to gain a well-rounded, hands-on understanding of the key pillars that drive success in the Wealth line of business. Through structured rotations, you’ll develop the foundational knowledge and practical skills that will prepare you for entry-level opportunities in wealth management. Our goal is to provide you with an immersive learning experience that not only deepens your understanding of financial services but also helps you discover where your interests and strengths align within the Wealth organization.

Requirements

• Actively seeking a degree in Finance, Economics, or related field
• Junior standing

Nice To Haves

• Member of a financial or investment organization a plus
• Member of a financial planning program highly desired

Responsibilities

• Gain a well-rounded, hands-on understanding of the key pillars that drive success in the Wealth line of business through structured rotations.
• Develop foundational knowledge and practical skills that will prepare for entry-level opportunities in wealth management.
• Gain experience in Wealth Advisory: Learn how advisory teams identify client needs, communicate complex financial solutions, and drive growth through trust-based relationships. May shadow client meetings, assist with proposal development and financial plans, and explore the consultative sales process.
• Gain experience in Portfolio Strategy: Partner with Wealth trading, investment analyst and portfolio management teams to gain insight into investment strategies, asset allocation, and portfolio construction.
• Gain experience in Client Experience: Understand the critical infrastructure behind the Wealth business. Work with internal teams that oversee the Wealth client service delivery model and support advisor success—whether it’s onboarding clients, streamlining workflows, or leveraging technology to enhance the client experience.
• Connect with the Executive Team during orientation and continue to build relationships with leaders throughout the summer.
• Give back alongside fellow interns and associates through a community volunteer event at the Hunger Task Force.
• Take part in the Light the Hoan Internship Challenge, a collaborative project that brings interns together and highlights the true power of teamwork.
• Participate in additional networking, learning, and community-focused experiences designed to make the summer meaningful and fun.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level