Wealth Management Trainee: 12-Month Rotations & Mentorship

Associated Banc‑Corp; Milwaukee (WI); On-site; USD 26,000 - 44,000; Full time

Benefits offered by this job

401(k) & Pension

Paid time off

Diversity-focused ERGs

Competitive salary

Well-being programs

Parental leave

ESOP (stock purchase)

Job summary

Associated Bank invites applicants to join its Wealth Management Development Program, a 12-month Trainee program beginning May 24, 2027 in Milwaukee, WI. You will rotate across Private Wealth disciplines, supporting real client work in financial planning, investments, and private banking, while building knowledge and professional certifications.

You’ll gain hands-on experience through mentorship and dedicated training, with opportunities to connect across wealth management functions and advance

Qualifications

• Bachelor’s degree in business administration, Finance, Accounting, Economics, Financial Planning, Investments, or a related field.
• Obtain applicable professional certification(s) and/or securities and insurance licenses aligned to career path (e.g., CFP®, CFA®, Series 7/66, Life, Health & LTCI) within 3–5 years.
• Internship experience in Private Wealth, Financial Planning, Investments, Wealth Management, Banking, or a related financial services field.
• Strong communication skills.
• Demonstrated initiative, organization, and time management skills.

Responsibilities

• Learn and understand the Private Wealth environment, including financial planning, investment management, private banking, trust services, retirement services, and wealth strategy delivery.
• Rotate through multiple Private Wealth disciplines to gain broad exposure to wealth management products, services, and client solutions.
• Support real client work, including financial plan development, cash flow analysis, credit presentations, investment research support, and other discipline-specific responsibilities.
• Collaborate with financial planners, portfolio managers, private bankers, trust professionals, credit specialists, retirement plan consultants, and other subject matter experts.
• Build relationships and professional networks across the Milwaukee market and broader Private Wealth organization.
• Expand knowledge and expertise through ongoing specialized training, mentorship, and professional development opportunities.
• Complete required program training and assignments while working toward professional certifications and licenses aligned with long-term career goals.
• Demonstrate initiative, professionalism, organization, and effective communication throughout each rotation while contributing to team objectives and client outcomes.

Skills

Strong communication

Initiative & organization

Time management

Education

Bachelor’s degree in finance

CFP/CFA/Series 7/66 licenses or equivalents

Job description

Associated Bank invites applicants to join its Wealth Management Development Program, a 12-month Trainee program beginning May 24, 2027 in Milwaukee, WI. You will rotate across Private Wealth disciplines, supporting real client work in financial planning, investments, and private banking, while building knowledge and professional certifications.

You’ll gain hands-on experience through mentorship and dedicated training, with opportunities to connect across wealth management functions and advance