Wealth Management Intern: Research, Projects & Growth

Associated Bank; Green Bay (WI); On-site; USD 23,000 - 37,000; Full time

Benefits offered by this job

401(k) and Pension plans

Competitive salaries with professional

Diversity-focused Colleague Resource G

Community engagement opportunities

Job summary

Associated Bank invites motivated undergraduates to join its 12-week Wealth Management internship, offering hands-on exposure to private banking, investments, financial planning and operations. You will work on research projects, assist with client opportunities, and learn about financial markets in a mentorship-rich environment.

We focus on growth, development, and collaboration across teams, with structured programming, networking events, and opportunities to explore careers in wealth

Qualifications

• Bachelor's Degree student with sophomore, junior or senior standing at internship start date; must not have graduated prior to internship start date.
• Strong analytical and critical thinking skills.
• Excellent verbal and written communication skills.

Responsibilities

• Participate in structured corporate internship programming, including orientation, workshops, networking events, research projects, and professional development activities.
• Gain exposure to Wealth Management through rotational assignments across private banking, investments, financial planning, personal trust administration, and operations.
• Support Wealth Management professionals by researching client, planning, and investment-related questions and gathering information to assist with client and prospect opportunities.
• Assist financial planners and Wealth Management team members with research, analysis, and administrative projects.
• Develop an understanding of financial markets, economic trends, and wealth management solutions used to support clients' financial goals.
• Observe and collaborate with professionals across Wealth Management functions to understand how teams work together to meet client needs.
• Participate in projects related to innovation and emerging technologies, including opportunities to explore how AI may improve manual processes and workflows.
• Complete short-term assignments and projects while gaining exposure to multiple career paths within Wealth Management.
• Follow company policies, procedures, and confidentiality guidelines, and complete additional duties as assigned.

Skills

Analytical thinking

Communication skills

Curiosity

Education

Bachelor's Degree student (sophomore/junior/senior)

Finance/Economics/Business/Accounting focus (preferred)

Tools

Microsoft Excel

Job description

Associated Bank invites motivated undergraduates to join its 12-week Wealth Management internship, offering hands-on exposure to private banking, investments, financial planning and operations. You will work on research projects, assist with client opportunities, and learn about financial markets in a mentorship-rich environment.

We focus on growth, development, and collaboration across teams, with structured programming, networking events, and opportunities to explore careers in wealth