Wealth Planning Intern: Estate, Tax & Growth Insights

COUNTRY Financial; Bloomington (IL); On-site; USD 2,066,000 - 3,031,000; Full time

Benefits offered by this job

Benefits package

401(k) with company match

Job summary

COUNTRY Financial is offering a Wealth Management & Financial Planning Intern opportunity in Bloomington, IL. The role focuses on supporting high-net-worth client relationships and researching advanced financial planning topics, including estate and tax strategies, retirement planning, and charitable giving.

You will assist with prospecting efforts, contribute to process improvements, and collaborate on enterprise-level projects to gain exposure to strategic initiatives across the organization.

Qualifications

• Basic understanding of financial concepts such as investment products, insurance, and market trends.
• Strong research and analytical skills, with attention to detail when working with product data and documentation.
• Effective communication skills, both written and verbal, to collaborate with team members and present findings clearly.
• Organized and self-motivated, with the ability to manage multiple tasks and meet deadlines in a team-oriented environment.

Responsibilities

• Assist with relationship and prospecting efforts for high-net-worth investment accounts.
• Conduct research on financial planning topics such as estate planning, tax strategies, retirement planning, business succession and protection planning, and charitable giving.
• Participate in process improvement initiatives by identifying opportunities for increased efficiency and assisting with implementation.
• Work across departments to understand what other areas do and build on personal development.
• Support the team in providing subject matter expertise for enterprise-level project initiatives.

Skills

Financial concepts basics

Research & analysis

Effective communication

Time management

Education

Open to all majors

Tools

Microsoft Office (Outlook, Excel, PowerPoint)

Job description

COUNTRY Financial is offering a Wealth Management & Financial Planning Intern opportunity in Bloomington, IL. The role focuses on supporting high-net-worth client relationships and researching advanced financial planning topics, including estate and tax strategies, retirement planning, and charitable giving.

You will assist with prospecting efforts, contribute to process improvements, and collaborate on enterprise-level projects to gain exposure to strategic initiatives across the organization.