Rehmann · 1 day ago
Wealth Management Intern (Summer 2026)
Rehmann is a firm dedicated to helping associates reach their fullest potential. As a Wealth Management Intern, you will receive mentorship, gain exposure to various clients, and engage in investment research and data analysis to support firm-managed models.
AccountingConsultingFinancial Services
Responsibilities
Conduct investment research
Performing account review and data analysis
Participate in projects to transition accounts to firm-managed models using our portfolio management system
Assist with market research and data analysis
Qualification
Required
Pursuit of a finance major and eventual CFP license
Preferred graduation dates with 150 credit hours: December 2025-August 2027
GPA of 3.0 or higher
Initiative and drive exhibited through leadership experiences in work and/or campus extracurriculars
Strong, hands-on Excel skills
Excellent verbal and written communication skills
Advanced problem solving and critical thinking skills
Motivation to continuously learn and improve, easy to coach
Unwavering integrity in all situations
Enthusiasm, eagerness to engage, contribute, and have fun
Preferred
Some work experience (related or unrelated) is preferred
Benefits
Benefits focused on physical and mental health
Paid time off for volunteering and diversity-related activities
Flexible work arrangements
Company
Rehmann
Rehmann is one of the largest accounting, consulting and financial services firms.
Funding
Current Stage
Late StageLeadership Team
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