Summer Wealth Management Intern — Client Impact

Live Oak Bank; Wilmington (DE); On-site; USD 27,000 - 44,000; Full time

Job summary

Live Oak Bank invites you to join its 10-week Summer Internship program at our Wilmington, NC headquarters. The internship runs May 17 to July 23, 2027 and offers hands-on experience with Wealth Advisors and Client Relationship Managers.

You will create client and prospect presentation materials, run performance reports, and research earnings and analyst reports. Preferred candidates are pursuing a degree with at least two years of study in wealth management, finance, or business administration,

Qualifications

• Currently pursuing a degree with 2 years of educational experience in Wealth Management, Finance, Business Administration or related field
• Strong interest in the Wealth Management industry
• Proficient in Microsoft Excel, PowerPoint

Responsibilities

• Assist Wealth Advisors and Client Relationship Managers with planning and advisory activities for clients.
• Create client and prospect presentation materials and run periodic reports of performance and allocations.
• Research earnings and analyst reports to support investment discussions.
• Prepare materials for potential new business opportunities and client correspondence.

Skills

Interest in Wealth Management

Excel

PowerPoint

Education

Pursuing degree with 2+ years in Wealth Management/Finance/Business Administration

Tools

Microsoft Excel

PowerPoint

Job description

Live Oak Bank invites you to join its 10-week Summer Internship program at our Wilmington, NC headquarters. The internship runs May 17 to July 23, 2027 and offers hands-on experience with Wealth Advisors and Client Relationship Managers.

You will create client and prospect presentation materials, run performance reports, and research earnings and analyst reports. Preferred candidates are pursuing a degree with at least two years of study in wealth management, finance, or business administration,