Wealth Internship: Rotational, Hands-On Growth

Johnson Financial Group; Madison (WI); On-site; USD 21,000 - 30,000; Full time

Job summary

Johnson Financial Group in Wisconsin's largest privately held financial services institution offers an 11-week rotational internship with the Wealth team, designed to build a strong foundation for future opportunities in wealth management. You'll be challenged, supported by experienced professionals, and able to contribute from day one.

Participants gain experience in Wealth Advisory, Portfolio Strategy, and Client Experience, with networking, community involvement, and exposure to leadership.

Qualifications

• Actively seeking a degree in Finance, Economics, or related field.
• Junior standing.
• Member of a financial or investment organization a plus.
• Member of a financial planning program highly desired.

Responsibilities

• Gain hands-on exposure across Wealth Advisory, Portfolio Strategy and Client Experience.
• Collaborate with Wealth teams to shadow client meetings and assist with proposals and plans.
• Contribute to onboarding, workflow improvements and leveraging technology for clients.

Skills

Junior standing

Education

Actively seeking a degree in Finance, Economics, or related field

Job description

Johnson Financial Group in Wisconsin's largest privately held financial services institution offers an 11-week rotational internship with the Wealth team, designed to build a strong foundation for future opportunities in wealth management. You'll be challenged, supported by experienced professionals, and able to contribute from day one.

Participants gain experience in Wealth Advisory, Portfolio Strategy, and Client Experience, with networking, community involvement, and exposure to leadership.