Wealth Management Internship: Rotations, Markets, & AI

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

Job summary

Associated Bank offers a 12‑week internship program in Wealth Management, providing hands‑on experience across private banking, investments, financial planning, personal trust administration, and operations. You'll experience orientation, workshops, and mentorship while exploring career possibilities within the organization.

You must be a current Bachelor's degree student and may pursue related fields; strong analytics, communication, and Excel skills are highly regarded.

Qualifications

• Bachelor's Degree student with sophomore, junior, or senior standing at the time of internship start date; must not have graduated prior to internship start date.
• Pursuing a degree in Finance, Economics, Business Administration, Financial Planning, Accounting, or a related field.
• Demonstrated interest in Wealth Management, investments, financial planning, personal finance, or financial markets.
• 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 a variety of 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 skills

Initiative

Attention to detail

Relationship building

Excel proficiency

Education

Bachelor's degree student status

Finance/Economics/Business-related degree pursuit

Tools

Microsoft Excel

Job description

Associated Bank offers a 12‑week internship program in Wealth Management, providing hands‑on experience across private banking, investments, financial planning, personal trust administration, and operations. You'll experience orientation, workshops, and mentorship while exploring career possibilities within the organization.

You must be a current Bachelor's degree student and may pursue related fields; strong analytics, communication, and Excel skills are highly regarded.