Wealth Management Internship: Rotational Discovery & Growth

Associated Bank - Corp; Chicago (IL); On-site; USD 23,000 - 37,000; Full time

Benefits offered by this job

401(k) and Pension plans

Volunteer time off

Diversity-focused Colleague Resource G

Employee stock purchase plan

Parental leave

Well-being programs

Military benefits

Job summary

Associated Bank offers a 12-week Wealth Management internship designed to provide hands-on experience, mentorship, and exposure to private banking, investments, and financial planning. You will participate in structured programming, learn about market trends, and contribute to research and project work with a focus on developing skills for a career in wealth management.

The program emphasizes culture, collaboration, and professional development, with opportunities to explore multiple career

Qualifications

• Bachelor's Degree student with sophomore, junior, or senior standing at the time of internship start date.
• Pursuing a degree in Finance, Economics, Business Administration, Financial Planning, Accounting, or a related field.
• Strong analytical and critical thinking skills.
• Excellent verbal and written communication skills.
• Initiative, curiosity, and a willingness to ask thoughtful questions.
• Strong organizational skills and attention to detail.
• Ability to build relationships and work effectively with professionals.
• Proficiency with Microsoft Excel.
• Interest in financial markets, economic trends, and current events impacting investors and clients.
• Personal investing experience, finance-related coursework, participation in investment clubs, financial publications, podcasts, or related activities are beneficial but not required.

Responsibilities

• Participate in structured corporate internship programming, including orientation, workshops, networking events, research projects, and professional development activities.
• Gain exposure to multiple areas of 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

Excel

Financial markets

Personal investing

Education

Bachelor's Degree student (sophomore–senior)

Finance/Economics/Business Administration

Job description

Associated Bank offers a 12-week Wealth Management internship designed to provide hands-on experience, mentorship, and exposure to private banking, investments, and financial planning. You will participate in structured programming, learn about market trends, and contribute to research and project work with a focus on developing skills for a career in wealth management.

The program emphasizes culture, collaboration, and professional development, with opportunities to explore multiple career