Wealth Management Intern: Hands-on Finance & Client Service

Bankeasy

Sioux Falls (SD)

Hybrid

USD 2,066,000 - 3,031,000

Part time

13 days ago

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Job summary

First Bank & Trust in Sioux Falls, SD offers a Wealth Management Intern position providing exposure to Trust, Brokerage, Private Banking, Investments, and Operations.

As an intern you will assist with client service, research, and account administration while learning how teams collaborate to serve clients’ wealth needs. This part-time role emphasizes professionalism, discretion, and strong communication.

Qualifications

  • Pursuing an associate or bachelor’s degree in finance, accounting, economics, business, or a related field.
  • Strong attention to detail, analytical ability, communication, and discretion are essential.
  • Self-motivated and eager to learn all aspects of Wealth Management.

Responsibilities

  • Rotate through Trust, Brokerage, Private Banking, Investments, Retirement Plan Services, and Operations.
  • Support Retirement Plan Services and fiduciary processes.
  • Assist Trust and Brokerage with documents, client service, distributions.

Skills

Attention to detail
Analytical ability
Communication
Customer service
Organization
Discretion

Education

Associate or Bachelor's degree in finance, accounting, economics, business, or related field

Job description

First Bank & Trust in Sioux Falls, SD offers a Wealth Management Intern position providing exposure to Trust, Brokerage, Private Banking, Investments, and Operations.

As an intern you will assist with client service, research, and account administration while learning how teams collaborate to serve clients’ wealth needs. This part-time role emphasizes professionalism, discretion, and strong communication.

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