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Five Star Bank · 6 hours ago

Summer Associate - Wealth Management

Buffalo, NY

Full-time

Hybrid

New Grad

$17/hr - $20/hr

Five Star Bank is a community bank focused on developing the next generation of financial services professionals. As a Wealth Management Summer Associate, you will support the Wealth Management team with investment research, financial planning, and client service in a growing community bank environment.

BankingFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Assist with conducting investment research and analysis to support portfolio management

Support the preparation of financial plans, client reports, and presentation materials

Help coordinate client meetings and respond to routine client service requests

Assist in reviewing estate planning documents and trust administration activities

Participate in compliance and regulatory documentation as required

Collaborate with team members to streamline administrative and operational processes

Qualification

Financial planningInvestment researchAnalytical skillsMicrosoft ExcelFinancial modelingCuriosityCommunication skillsCollaboration skillsAttention to detailInitiative

Required

Currently pursuing a degree in Finance, Economics, or a related field

Candidates must be available to work a hybrid work model, 40 hours per week for the duration of the program starting in June

Occasional travel within corporate footprint (Buffalo and Rochester) will also be required

At least 1 year in one or more club(s), volunteerism efforts, or other activities outside of the classroom

Strong analytical and problem-solving skills

Excellent communication and collaboration abilities

Proficiency in Microsoft Excel and financial modeling is a plus

Interest in wealth management, financial planning, and investment advisory services

Self-starter with a collaborative mindset and attention to detail

Curiosity, initiative, and a desire to learn in a fast-paced environment

Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example and serve in every facet of work

Company

Five Star Bank

Five Star Bank offers a wide range of consumer and commercial banking services to individuals, municipalities, and businesses.

Founded in 1817

Warsaw, New York, USA

501-1000 employees

https://www.five-starbank.com

H1B Sponsorship

Five Star Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2024 (1)