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Wealth Management Intern Jobs in Indiana (NOW HIRING)

First Financial Bank

District Banker II

Seymour, IN · On-site

$18 - $20.19/hr

... Wealth, Small Business Banker Commercial, and Treasury Management. Essential Functions ... Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or ...

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Wealth Management Intern information

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How much do wealth management intern jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for wealth management intern in Indiana is $16.21, according to ZipRecruiter salary data. Most workers in this role earn between $13.70 and $18.32 per hour, depending on experience, location, and employer.

What does a wealth management intern do?

A Wealth Management Intern supports financial advisors and wealth managers by conducting research, preparing client presentations, and assisting with portfolio analysis. Interns often help with administrative tasks, data entry, and financial planning projects. This role provides hands-on experience in investment strategies, client relationship management, and financial product knowledge, making it an excellent stepping stone for a career in finance.

What types of projects and responsibilities can a wealth management intern expect to handle during their internship?

As a Wealth Management Intern, you can expect to support financial advisors with tasks such as conducting market research, preparing client presentations, and assisting with portfolio analysis. You may also help with administrative duties, data entry, and monitoring client accounts. Interns often participate in team meetings and may have the opportunity to shadow client interactions, gaining firsthand insight into relationship management. This role offers a valuable overview of daily operations in a wealth management firm and a chance to develop both technical and interpersonal skills.

What are the key skills and qualifications needed to thrive as a wealth management intern, and why are they important?

To thrive as a Wealth Management Intern, you need a solid understanding of finance, investment principles, and strong analytical skills, often supported by coursework in economics or finance. Familiarity with financial modeling tools, Microsoft Excel, and CRM systems like Salesforce is commonly required. Excellent communication, attention to detail, and a client-focused attitude are crucial soft skills for building relationships and supporting advisory teams. These skills enable interns to effectively assist with portfolio analysis, client service, and administrative tasks in a competitive financial environment.

Is it hard to get a wealth management internship?

Securing a wealth management internship can be competitive, often requiring relevant coursework, strong academic performance, and interpersonal skills. Applicants typically need to demonstrate financial knowledge, sometimes through certifications like the CFA Level I, and may be expected to complete interviews and assessments as part of the selection process.

What are the most commonly searched types of Wealth Management jobs in Indiana?

The most popular types of Wealth Management jobs in Indiana are:

What are popular job titles related to Wealth Management Intern jobs in Indiana?

For Wealth Management Intern jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Wealth Management Intern jobs in Indiana look for?

The top searched job categories for Wealth Management Intern jobs in Indiana are:

What cities in Indiana are hiring for Wealth Management Intern jobs?

Cities in Indiana with the most Wealth Management Intern job openings:

Wealth Management Intern jobs near you
Infographic showing various Wealth Management Intern job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 81% Physical, 4% Hybrid, and 15% Remote job distribution, with an average salary of $33,719 per year, or $16.2 per hour.

District Consumer Banker I

First Baptist Church of Alamance

Columbus, IN • On-site

$18 - $20.67/hr

Full-time

Posted 16 days ago

Job description

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 
If you are interested and qualified for this role, we invite you to apply.

The Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.less than br>

Essential Functions/Responsibilities

  • Perform necessary functions necessary to open accounts, perform maintenance.
  • Run a Teller drawer as deemed necessary by management
  • Support client engagement through active calling, client conversations, and follow up.
  • Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to:
  • Partner with appropriate internal constituencies to bring appropriate level of expertise to the client whether it is service or solution related
  • Ensure client follow up calls are conducted in the proper time frame.
  • Maintain all operational and risk management standards
  • Other duties as assigned to assist clients transact business within the branch, drive-thru, by phone and email.
  • Model the way for peers and coworkers aligned with First Financials Mission and Values.
  • The CB is responsible for adherence to all compliance and regulatory procedures.
  • Client Experience.
  • Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
  • Participate and lead in the First Financial Bank Experience by being active in site center huddles and meetings to support sales and service activities.
  • Consistently meet or exceed sales, service and referral goals as set by management, by effectively collaborating as a team, the District and with lines of business in an effort to assist clients meet their dedicated financial needs.
  • Provide digital assistance and service for clients establishing or in need of support in utilizing the bank's online offering.
  • Stay informed and up to date on all bank products, processes and procedures and procedures; especially those that are most complex.
  • Daily travel shall not exceed 60 miles per day
  • Travel between banking centers as well as mileage reimbursement above current commute will qualify for business related reimbursement

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

  • 2-3 years client service experience in a retail environment.
  • 2-3 years sales and service experience with previous success in achieving sales and service goals in retail environment.
  • High school diploma or general education degree (GED) is required.
  • Associate's degree and/or equivalent work experience in sales is preferred.
  • Possesses strong sales skills.

Preferred Knowledge and Skills

  • Associate's degree and/or equivalent work experience in sales is preferred.

Level of Complexity and Scope

  • Ability to serve a wide variety of client needs according to bank policy and procedures

Degree of Independence and Decision-Making

Required Supervisory Responsibilities

  • None

Physical Requirements

  • Occasionally lifts and carries up to 20 lbs.
  • Frequently lifts and carries up to 10 lbs.
  • Frequently sits, stands, walks and drives
  • Ability to travel between banking centers

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

Pay Range

$18.00- $20.67/hour

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

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