Wealth Advisory Summer Intern: Build Client Planning Skills

M&T Bank; Washington (District of Columbia); On-site; USD 25,000 - 39,000; Full time

Job summary

M&T Bank offers a 10-week Summer Internship focused on professional development, career growth, and building essential skills. Interns participate in projects, department initiatives and guest speakers, gaining exposure across the bank and priority consideration for full-time opportunities.

In Wealth Advisory Services, interns assist with client meeting prep, documentation, and servicing activities while learning about trust planning, investment management, and financial advisory services.

Qualifications

• Currently pursuing a Bachelor’s or Master’s degree with a minimum GPA of 3.0
• Work Visa Sponsorship not offered for this role
• Demonstrates strong written and verbal communication and analytical abilities

Responsibilities

• Assist with preparation of client meeting agendas and documentation
• Support client servicing activities and wealth planning processes
• Enter pre-call plans and coordinate administrative tasks
• Contribute to risk and regulatory compliance within scope of internship
• Maintain and improve internal controls and processes
• Support wealth advisors and associates in daily operations

Skills

Strong communication

Analytical skills

Proven computer skills

Critical thinking

Organizational skills

Detail-oriented

Education

Bachelor’s or Master’s degree in progress

Tools

Microsoft Office

Job description

M&T Bank offers a 10-week Summer Internship focused on professional development, career growth, and building essential skills. Interns participate in projects, department initiatives and guest speakers, gaining exposure across the bank and priority consideration for full-time opportunities.

In Wealth Advisory Services, interns assist with client meeting prep, documentation, and servicing activities while learning about trust planning, investment management, and financial advisory services.