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Wealth Management Intern Jobs in Appleton, WI (NOW HIRING)

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

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

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.

All JobsWealth Management Intern JobsWealth Management Intern Jobs in Appleton, WI

Wealth Management Intern information

See Appleton, WI salary details

$8

$16

$23

How much do wealth management intern jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for wealth management intern in Appleton, WI is $16.62, according to ZipRecruiter salary data. Most workers in this role earn between $14.09 and $18.75 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 Appleton, WI?

The most popular types of Wealth Management jobs in Appleton, WI are:

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

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The top searched job categories for Wealth Management Intern jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Wealth Management Intern jobs?

Cities near Appleton, WI with the most Wealth Management Intern job openings:

Wealth Management Intern jobs near you
Infographic showing various Wealth Management Intern job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $34,559 per year, or $16.6 per hour.

Administrative Intern

KerberRose S.C.

Appleton, WI • On-site

$31K - $37K/yr

Internship

Re-posted 6 days ago

Job description

Description

Join a generationally diverse group of professionals to serve clients with the highest degree of ethics and professionalism and support internal team members. In this role, provide office support, manage schedules and coordination of team needs, and play a supporting role in relationship management and development. 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.

Requirements

Responsibilities:

Manage calendar and schedule meetings for clients, prospects and outside vendors.

Participate in client meetings - review concerns and beneficiaries, assist with technology, and take notes.

Open, transfer and close customer accounts and maintain appropriate account records.

Respond to incoming emails and phone calls in a professional manner.

Update CRM database and client records


Qualifications:

Currently enrolled in or have completed a 2-year or 4-year degree in a business-related field

Proficiency in Microsoft Excel, Word and Outlook, and Adobe

CRM Database experience preferred, not required


Culture and Core Values:

KerberRose Wealth Management offers a fun, suppo rtive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:

Honesty

Integrity

Respect

Balanced Life

Community Oriented


Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.

Apply