Wealth Management & Financial Planning Intern

COUNTRY Financial; Bloomington (IL); On-site; USD 2,066,000 - 3,031,000; Full time

Benefits offered by this job

Benefits package

401(k) with company match

Job summary

COUNTRY Financial is offering a Wealth Management & Financial Planning Intern opportunity in Bloomington, IL. The role focuses on supporting high-net-worth client relationships and researching advanced financial planning topics, including estate and tax strategies, retirement planning, and charitable giving.

You will assist with prospecting efforts, contribute to process improvements, and collaborate on enterprise-level projects to gain exposure to strategic initiatives across the organization.

Qualifications

• Basic understanding of financial concepts such as investment products, insurance, and market trends.
• Strong research and analytical skills, with attention to detail when working with product data and documentation.
• Effective communication skills, both written and verbal, to collaborate with team members and present findings clearly.
• Organized and self-motivated, with the ability to manage multiple tasks and meet deadlines in a team-oriented environment.

Responsibilities

• Assist with relationship and prospecting efforts for high-net-worth investment accounts.
• Conduct research on financial planning topics such as estate planning, tax strategies, retirement planning, business succession and protection planning, and charitable giving.
• Participate in process improvement initiatives by identifying opportunities for increased efficiency and assisting with implementation.
• Work across departments to understand what other areas do and build on personal development.
• Support the team in providing subject matter expertise for enterprise-level project initiatives.

Skills

Financial concepts basics

Research & analysis

Effective communication

Time management

Education

Open to all majors

Tools

Microsoft Office (Outlook, Excel, PowerPoint)

Job description

We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work.

About the role

As a Wealth Management & Financial Planning Intern, you will play a key role in supporting high-net-worth client relationships and prospecting efforts. This internship offers hands‑on experience in researching advanced financial planning topics-including estate planning, tax strategies, retirement planning, and charitable giving. You'll contribute to process improvement initiatives and assist in implementing solutions that enhance team efficiency. Additionally, you'll collaborate on enterprise-level projects, providing subject matter expertise and gaining exposure to strategic initiatives across the organization.

• Assist with the relationship and prospecting efforts for high-net-worth investment accounts.
• Conduct research on financial planning topics such as estate planning, tax strategies, retirement planning, business succession and protection planning, and charitable giving.
• Participate in process improvement initiatives by identifying opportunities for increased efficiency and assisting with implementation.
• Work across departments to understand what other areas do and build on personal development.
• Support the team in providing subject matter expertise for enterprise-level project initiatives.

Application Timeline

We know waiting can be difficult, so we want to set expectations upfront. Our internship recruiting process takes place over several months. Applications open in mid-September and are reviewed as they are received. HR interviews are expected to begin in mid-October, followed by interviews with hiring leaders. Depending on the role and applicant volume, hiring decisions and offers may be made anytime from October through January. We appreciate your patience throughout the process and will communicate updates as they become available.

How does this role make an impact?

"Test drive" a potential career path through real corporate projects, collaboration in meetings, and several networking opportunities. While working alongside and learning from expert leaders at all levels of the company, in addition to teaming up with fellow interns to showcase your ideas, our interns impact the business, and experience professional and personal growth.

Do you have what we're looking for?

Required Skills:

• Basic understanding of financial concepts such as investment products, insurance, and market trends.
• Strong research and analytical skills, with attention to detail when working with product data and documentation.
• Effective communication skills, both written and verbal, to collaborate with team members and present findings clearly.
• Organized and self-motivated, with the ability to manage multiple tasks and meet deadlines in a team-oriented environment.

Qualifications:

• Open to all majors with a preference towards Finance, Accounting, Economics, and Business Administration majors.
• Must be able to work full-time hours from late May 2027 to early August 2027. The internship may be extended part-time through fall 2027 and spring 2028.
• Graduation date of August 2027 or beyond.
• Proficiency with Microsoft Office tools, especially Outlook, Excel and PowerPoint.

Why work with us?

Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.

You’ll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match.

COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.