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Wealth Rotational Internship

JOHNSON BANK

MILWAUKEE, WIInternshipSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
MILWAUKEE, WI
Role Type
Internship
Schedule
Internship
Work Authorization
Not specified

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Job overview

The Wealth Rotational Internship is an 11-week program at Johnson Financial Group designed to introduce interns to key areas of the Wealth business. Interns rotate through wealth advisory, portfolio strategy, and client experience, gaining hands-on exposure to financial services and learning how their interests and strengths align with opportunities in wealth management.

Skills & qualifications

RequiredNice to have

Skills

Client Needs AnalysisFinancial PlanningConsultative SalesInvestment StrategyAsset AllocationPortfolio ConstructionClient OnboardingWorkflow OptimizationClient Service Delivery

Full job description

JOB REQUIREMENTS: Overview Looking for an internship where you feel inspired, challenged and empowered to succeed? At Johnson Financial Group, our internship experience is designed to help you build a strong foundation for your future. You'll be challenged to grow, supported by experienced professionals, and encouraged to contribute in ways that make an impact from day one. Johnson Financial Group is Wisconsin's largest privately held, family-owned financial services institution, headquartered in Racine with locations across the state. Guided by our values of compassion, consistency, customer focus, and community, we are committed to helping our associates, clients, and communities thrive. During our 11-week rotational internship, you'll work closely with our Wealth team to gain a well-rounded, hands-on understanding of the key pillars that drive success in the Wealth line of business. Through structured rotations, you'll develop the foundational knowledge and practical skills that will prepare you for entry-level opportunities in wealth management. Our goal is to provide you with an immersive learning experience that not only deepens your understanding of financial services but also helps you discover where your interests and strengths align within the Wealth organization. You'll gain experience in the areas of: WEALTH ADVISORY: Learn how our advisory teams identify client needs, communicate complex financial solutions, and drive growth through trust-based relationships. You may shadow client meetings, assist with proposal development and financial plans, and explore the consultative sales process. PORTFOLIO STRATEGY: Partner with the Wealth trading, investment analyst and portfolio management teams to gain insight into investment strategies, asset allocation, and portfolio construction. CLIENT EXPERIENCE: Understand the critical infrastructure behind our Wealth business. You'll work with internal teams that oversee the Wealth client service delivery model and support advisor success-whether it's onboarding clients, streamlining workflows, or leveraging technology to enhance the client experience. Our program also allows interns to experience the history of JFG and its surrounding communities. Beyond your day-to-day Wealth experience, you'll have opportunities to connect, give back, and be part of memorable moments throughout the summer, including: Connecting with our Executive Team during orientation and continuing to build relationships with leaders throughout the summer. Giving back alongside fellow interns and associates through a community volunteer event at the Hunger Task Force. Taking part in the Light the Hoan Internship Challenge, a collaborative project that brings interns together and highlights the true power of teamwork. Enjoying additional networking, learning, and... For full info follow application link. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/746B345BF9544579

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