Intern - Financial Planning jobs in United States
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Trust Point Inc. ยท 1 week ago

Intern - Financial Planning

positionLa Crosse, WI
timeInternship
remoteOnsite
seniorityIntern
workcardStart in 2026 Winter

Trust Point Inc. is a well-established financial services provider in La Crosse, WI, seeking an intern for their Financial Planning Team. This role offers hands-on experience in financial planning, assisting with administrative duties, special projects, and gaining insights into wealth management.

Financial Services

Responsibilities

Assist in administrative duties for the Financial Planning Team
Take on special projects for the team
Create a financial plan
Research solutions
Prepare reports
Assist in various projects within the department

Qualification

Financial planningOrganizational skillsCommunication skillsAttention to detailCustomer service

Required

Currently pursuing a bachelor's degree in financial planning, business, accounting, other related program
Excellent organization and communication skills
Detail oriented with a high sensitivity to accuracy
Must be comfortable assisting people and customer service orientated

Company

Trust Point Inc.

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Since 1913, Trust Point Inc. has provided individuals, families, businesses and other organizations with a full range of wealth management services.
dateFounded in 1913
location
La Crosse, Wisconsin, USA
people-size51-200 employees
web-link
http://trustpointinc.com

Funding

Current Stage
Growth Stage

Leadership Team

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Bill Bosch
President & CEO
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Luke Raymer
Chief Technology Officer
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Company data provided by crunchbase