Wealth Management Trainee - Private Wealth Rotations

Associated Bank; Milwaukee (WI); On-site; USD 54,002,000 - 92,575,000; Full time

Benefits offered by this job

401(k) and Pension plans

Volunteer time off

Diversity-focused Colleague Resource G

Professional development & advancement

Job summary

Associated Bank invites aspiring wealth professionals to join its 12-month Wealth Management Development Program as a 2027 Wealth Management Trainee in Milwaukee, WI. You will rotate through multiple Private Wealth disciplines, supporting real client cases in financial planning, private banking, and portfolio management.

You’ll gain hands-on experience, mentoring, and opportunities to pursue licenses and certifications aligned with your career path, with a May 24, 2027 start date.

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.
• Preferred: Internship experience in Private Wealth, Financial Planning, Investments, Wealth Management, Banking, or related financial services.
• Strong communication skills.
• Demonstrated initiative, organization, and time management skills.

Responsibilities

• Learn Private Wealth environment including financial planning and investment management.
• Rotate through Private Wealth disciplines to gain broad exposure to products and services.
• Support real client work including financial plan development and cash flow analysis.
• Collaborate with financial planners, portfolio managers, private bankers, and trust professionals.
• Build relationships across the Milwaukee market and Private Wealth organization.
• Participate in ongoing training, mentorship, and professional development.
• Complete program training and assignments toward professional certifications.
• Demonstrate initiative and professionalism while meeting team goals.

Skills

Strong communication

Initiative

Organizational skills

Education

Bachelor’s degree in business/finance field

CFP/CFA/Series 7/66 licensing within 3-5 years

Job description

Associated Bank invites aspiring wealth professionals to join its 12-month Wealth Management Development Program as a 2027 Wealth Management Trainee in Milwaukee, WI. You will rotate through multiple Private Wealth disciplines, supporting real client cases in financial planning, private banking, and portfolio management.

You’ll gain hands-on experience, mentoring, and opportunities to pursue licenses and certifications aligned with your career path, with a May 24, 2027 start date.