Waukesha State Bank · 1 week ago
Wealth Management Summer Intern
Waukesha, WI
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 the Wealth Management division, allowing interns to rotate through various financial services and projects.
BankingFinancial ServicesInsurance
Responsibilities
Support client reporting
Conduct portfolio analysis
Perform market research
Gain exposure to asset managers
Participate in client meetings
Assist in real-world investment decision-making
Qualification
Required
Rising junior or senior pursuing a degree in finance, business, economics, or a related field
Eager to learn
Highly analytical
Professionally driven
Ability to support client reporting, portfolio analysis, and market research
Willingness to work onsite in Waukesha County, WI
Successful completion of a criminal background check and drug screen
Benefits
Hands-on experience
Mentorship
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