Wealth Management Trainee — Rotational Program

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

Benefits offered by this job

401(k) and Pension plans

Volunteer time off

Colleague Resource Groups

Competitive salaries with development/

Well-being programs and incentives

Parental leave

Employee stock purchase plan

Military benefits

Personal banking, loans, investments &

Job summary

Associated Bank invites you to join its 12-month Wealth Management Development Program as a 2027 Wealth Management Trainee. You'll rotate through Private Wealth disciplines, support real client work across financial planning, private banking, portfolio management, and trust services, and build knowledge for a long-term career in wealth management.

The program begins May 24, 2027, in Milwaukee, WI, offering mentorship, hands-on experience, and opportunities to pursue professional certifications

Qualifications

• Bachelor's degree in business or related field required.
• Obtain applicable professional certifications and/or securities licenses within 3-5 years.

Responsibilities

• Learn 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 products and client solutions.
• Support real client work including financial plan development, cash flow analysis, credit presentations, and investment research support.
• Collaborate with financial planners, portfolio managers, private bankers, trust professionals, credit specialists, retirement plan consultants.

Skills

Strong communication skills

Initiative & organization

Education

Bachelor's degree in business, finance, accounting, economics, financial planning, investments or related field

CFP/CFA/Series 7/66/Life Health LTCI licenses within 3-5 years

Job description

Associated Bank invites you to join its 12-month Wealth Management Development Program as a 2027 Wealth Management Trainee. You'll rotate through Private Wealth disciplines, support real client work across financial planning, private banking, portfolio management, and trust services, and build knowledge for a long-term career in wealth management.

The program begins May 24, 2027, in Milwaukee, WI, offering mentorship, hands-on experience, and opportunities to pursue professional certifications