Wealth Rotational Summer Internship 2027

Johnson Financial Group; Madison (WI); On-site; USD 21,000 - 30,000; Full time

Job summary

Johnson Financial Group in Wisconsin's largest privately held financial services institution offers an 11-week rotational internship with the Wealth team, designed to build a strong foundation for future opportunities in wealth management. You'll be challenged, supported by experienced professionals, and able to contribute from day one.

Participants gain experience in Wealth Advisory, Portfolio Strategy, and Client Experience, with networking, community involvement, and exposure to leadership.

Qualifications

• Actively seeking a degree in Finance, Economics, or related field.
• Junior standing.
• Member of a financial or investment organization a plus.
• Member of a financial planning program highly desired.

Responsibilities

• Gain hands-on exposure across Wealth Advisory, Portfolio Strategy and Client Experience.
• Collaborate with Wealth teams to shadow client meetings and assist with proposals and plans.
• Contribute to onboarding, workflow improvements and leveraging technology for clients.

Skills

Junior standing

Education

Actively seeking a degree in Finance, Economics, or related field

Job description

Overview

Looking for an internship where you feel inspired, challenged and empowered to succeed?

At Johnson Financial Group, our internship experience is designed to help you build a strong foundation for your future. You'll be challenged to grow, supported by experienced professionals, and encouraged to contribute in ways that make an impact from day one.

Johnson Financial Group is Wisconsin's largest privately held, family-owned financial services institution, headquartered in Racine with locations across the state. Guided by our values of compassion, consistency, customer focus, and community, we are committed to helping our associates, clients, and communities thrive.

During our 11-week rotational internship, you'll work closely with our Wealth team to gain a well-rounded, hands-on understanding of the key pillars that drive success in the Wealth line of business. Through structured rotations, you'll develop the foundational knowledge and practical skills that will prepare you for entry-level opportunities in wealth management.

Our goal is to provide you with an immersive learning experience that not only deepens your understanding of financial services but also helps you discover where your interests and strengths align within the Wealth organization.

You’ll gain experience in the areas of:

• WEALTH ADVISORY: Learn how our advisory teams identify client needs, communicate complex financial solutions, and drive growth through trust-based relationships. You may shadow client meetings, assist with proposal development and financial plans, and explore the consultative sales process.
• PORTFOLIO STRATEGY: Partner with the Wealth trading, investment analyst and portfolio management teams to gain insight into investment strategies, asset allocation, and portfolio construction.
• CLIENT EXPERIENCE: Understand the critical infrastructure behind our Wealth business. You'll work with internal teams that oversee the Wealth client service delivery model and support advisor success-whether it's onboarding clients, streamlining workflows, or leveraging technology to enhance the client experience.

Our program also allows interns to experience the history of JFG and its surrounding communities.

Beyond your day-to-day Wealth experience, you'll have opportunities to connect, give back, and be part of memorable moments throughout the summer, including:

• Connecting with our Executive Team during orientation and continuing to build relationships with leaders throughout the summer.
• Giving back alongside fellow interns and associates through a community volunteer event at the Hunger Task Force.
• Taking part in the Light the Hoan Internship Challenge, a collaborative project that brings interns together and highlights the true power of teamwork.
• Enjoying additional networking, learning, and community-focused experiences designed to make your summer meaningful and fun.

Experience what it's like to work for an organization that helps you build a foundation for your future success.

Qualifications for Internship:

• Actively seeking a degree in Finance, Economics, or related field
• Junior standing
• Member of a financial or investment organization a plus
• Member of a financial planning program highly desired

Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.