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Intern Wealth Management Operations Jobs in Wisconsin

UMB Financial

Wealth Advisor

Milwaukee, WI · On-site

$81K - $120K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... Adopt new platforms and technologies to drive operational efficiency and enhance the client ...

UMB Financial Corporation

Wealth Advisor

Milwaukee, WI · On-site

$81K - $120K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... Adopt new platforms and technologies to drive operational efficiency and enhance the client ...

UMB Financial

Wealth Advisor

Madison, WI

$81K - $120K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... Adopt new platforms and technologies to drive operational efficiency and enhance the client ...

Inland Companies

Real Estate Operations Intern

Appleton, WI · On-site

$15 - $19.50/hr

Description Colliers is seeking a motivated and detail-oriented Real Estate Operations Intern to ... Monitor and manage the team's shared email inbox, routing inquiries and responding as appropriate.

KerberRose S.C.

Administrative Intern

Green Bay, WI · On-site

$31K - $37K/yr

Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.

KerberRose S.C.

Administrative Intern

Appleton, WI · On-site

$31K - $37K/yr

Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.

KerberRose S.C.

Administrative Intern

Shawano, WI · On-site

$30K - $35K/yr

Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.

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All JobsIntern Wealth Management Operations JobsIntern Wealth Management Operations Jobs in Wisconsin

Intern Wealth Management Operations information

What is the difference between Intern Wealth Management Operations vs Intern Financial Planning?

AspectIntern Wealth Management OperationsIntern Financial Planning
Required CredentialsBasic finance or business coursework, some certifications optionalFinance, economics, or related coursework, certifications like CFP are less common at internship level
Work EnvironmentBack-office, administrative, supporting transaction processing and complianceClient-facing, advisory support, assisting in financial plan development
Employer & Industry UsageUsed across wealth management firms for operational supportUsed in financial advisory firms focusing on client financial planning

Intern Wealth Management Operations focuses on supporting the backend processes of wealth management, such as transaction processing and compliance, often in a back-office environment. In contrast, Intern Financial Planning involves assisting with client financial plans and may include more client interaction. Both roles are valuable entry points in the wealth management industry but differ in responsibilities and focus areas.

What cities in Wisconsin are hiring for Intern Wealth Management Operations jobs?

Cities in Wisconsin with the most Intern Wealth Management Operations job openings:

Intern Wealth Management Operations jobs near you

Wealth Intern (Fall 2026)

DBHW Wealth Partners

South Milwaukee, WI • On-site

$18 - $22/hr

Full-time, Internship

Re-posted 13 days ago

Job description

About DBHW Wealth Partners
DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.
Meet our team: https://www.dbhwwealthpartners.com/our-team
Hours: 16 - 40 hours per week
What You'll Do: As a Wealth Management Summer Intern, you will:
  • Work alongside experienced financial advisors and support teams to understand client needs and develop tailored financial solutions.
  • Assist in preparing financial plans, investment strategies, and client presentations.
  • Perform market research and analysis to identify trends and opportunities.
  • Gain exposure to the day-to-day operations of wealth management.
  • Collaborate on special projects aimed at improving client experience and operational efficiency.
  • Work on transitioning the department into new technology and help with data hygiene.

Who You Are: We are seeking motivated and detail-oriented students who are:
  • Pursuing a bachelor's degree in Finance, Economics, Business, or a related field.
  • Previous wealth management internship experience.
  • Junior (rising senior) or Senior year students with strong academic standing.
  • Proficient in Microsoft Office Suite, particularly Excel, and eager to learn financial modeling tools.
  • Strong communicators with excellent analytical and problem-solving skills.
  • Enthusiastic about delivering excellent service and learning in a professional environment.

What We Offer:
  • Competitive pay within the national average.
  • A supportive and inclusive company culture.
  • Networking opportunities with industry professionals.
  • Hands-on experience and mentorship to prepare you for a career in wealth management.
  • Potential for future full-time opportunities based on performance and business needs.

DBHW Wealth Partners is an Equal Opportunity Employer
The pay range for this role is:
18 - 22 USD per hour (South Milwaukee)

Apply