Waukesha State Bank ยท 1 day ago
Wealth Management Summer Intern
N16W23321 Stone Ridge Drive, Waukesha, WI, USA
Internship
Onsite
Intern
$17/hr - $19/hrWaukesha State Bank is offering an exciting Wealth Management & Investments Internship for students interested in building a career in finance, investments, and financial planning. This paid, rotational internship provides hands-on experience across our Wealth Management division, allowing interns to work with the Chief Investment Officer and gain exposure to various financial services.
BankingFinancial ServicesInsurance
Responsibilities
Support client reporting
Portfolio analysis
Market research
Work directly with the Chief Investment Officer on company research, security analysis, and investment projects
Rotate through financial planning, private banking, retirement plan services, business development, and operations
Qualification
Required
Rising junior or senior pursuing a degree in finance, business, economics, or a related field
Eager to learn
Highly analytical
Professionally driven
Support client reporting
Portfolio analysis
Market research
Exposure to asset managers
Client meetings
Real-world investment decision-making
Successful completion of a criminal background check and drug screen
Company
Waukesha State Bank
Waukesha State Bank is one of the largest locally owned, independent banks in Wisconsin
Founded in 1944
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ann Pascavis
Chief Financial Officer
Tina Neis
Senior Vice President - Chief Credit Officer
Recent News
2024-10-27
2024-10-27
Company data provided by crunchbase