Wealth Internship 2026 jobs in United States
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Citizens · 15 hours ago

Wealth Internship 2026

Citizens is a company that provides a dynamic opportunity for students through its Wealth Management Internship Program. Interns will gain meaningful exposure to the wealth management industry, work on key initiatives, and develop a wide range of professional skills while contributing to the broker-dealer's development.

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Responsibilities

Interns work directly with the Wealth Management Business Strategy & Development team, contributing to key initiatives that drive business optimization and growth
Observe core business processes, deepen understanding of industry components, and collaborate with colleagues and partners across various business
Gain broad exposure to all facets of the business—from operations and strategy to client services and technology
Develop a wide range of professional skills including project management, data analysis, presentation design and delivery, advanced technical capabilities, and network building
Engage in diverse strategic projects supporting the broker-dealer’s development and complete a capstone project designed to deliver lasting value to CWM

Qualification

MS OfficeData AnalysisPresentation DesignProject ManagementNetwork Building

Required

Current students enrolled in an undergraduate program, graduating in Winter 2026 to Spring 2028. (Recent Spring 2026 graduates may also be considered)
Minimum cumulative GPA of 3.0
Relevant work experience, leadership involvement and/or coursework (Business majors preferred, but all majors are welcome)
Proficiency in MS Office (Word, Excel, PowerPoint) is required
Successfully complete a HireVue assessment within 4 days of receiving the link. If not completed within the timeframe, your application will be automatically withdrawn from consideration
You must currently be a U.S. Resident to be eligible for this program

Benefits

Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States

Company

Citizens

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At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Funding

Current Stage
Public Company
Total Funding
$2B
2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO

Leadership Team

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Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
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Steve Kozek
Head of Commercial Excellence, Senior Vice President
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Recent News

Company data provided by crunchbase