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Wealth Management Internship Jobs in Michigan (NOW HIRING)

KerberRose S.C.

Administrative Intern

Marquette, MI · On-site

$31K - $36K/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

Marquette, MI · On-site

$31K - $36K/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

Marquette, MI · On-site

$31K - $36K/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.

Jewish Family Service of Colorado

Intern

Saginaw, MI · On-site

$14 - $18.75/hr

Internships are intended to be positions that are for limited duration, with a maximum duration ten months. * Strong desire to gain further understanding of the global wealth management business.

Vault

Rehmann Internship Program

Troy, MI

$14 - $18.75/hr

Rehmann Internship Program Rehmann is a financial services firm of CPAs and consultants, wealth ... management. Past interns say their time with Rehmann provided "exciting hands-on experience ...

Vault

Rehmann Internship Program

Troy, MI

$14 - $18.75/hr

Rehmann Internship Program Rehmann is a financial services firm of CPAs and consultants, wealth ... management. Past interns say their time with Rehmann provided "exciting hands-on experience ...

Hungerford

Human Resources Intern

Grand Rapids, MI

$14.50 - $19.25/hr

We offer expertise in tax, audit, accounting, business advisory, technology, and wealth management ... Supporting internship and job shadow programming, including potential involvement with leadership ...

Hungerford

Human Resources Intern

Grand Rapids, MI · On-site

$14.50 - $19.25/hr

We offer expertise in tax, audit, accounting, business advisory, technology, and wealth management ... Supporting internship and job shadow programming, including potential involvement with leadership ...

Fifth Third

Trust Tax Manager

Grand Rapids, MI · On-site

$106K - $139K/yr

... Interns and Co-ops, Administrative Assistants, and Product Specialists. The department prepares ... Participates in client/prospect pre-calls as requested by Trust Officers and Wealth Management ...

Fifth Third Bank

Trust Tax Manager

Grand Rapids, MI · On-site

$106K - $139K/yr

... Interns and Co-ops, Administrative Assistants, and Product Specialists. The department prepares ... Participates in client/prospect pre-calls as requested by Trust Officers and Wealth Management ...

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Wealth Management Internship information

What is a wealth management internship?

A Wealth Management Internship provides hands-on experience in financial planning, investment strategies, and client relationship management. Interns typically assist advisors with research, portfolio analysis, and administrative tasks while gaining insight into the industry. This role helps develop analytical, communication, and problem-solving skills crucial for a career in finance.

What types of projects or tasks can I expect to work on during a wealth management internship?

As a Wealth Management Intern, you'll typically assist with market research, portfolio analysis, creating client presentations, and supporting the administrative aspects of client accounts. You might also shadow experienced advisors during client meetings and help prepare financial plans or investment proposals. The role offers frequent opportunities to collaborate with teams across investment research, client service, and operations, providing a comprehensive view of how wealth management functions. These experiences are designed to help you develop practical industry skills and grow your professional network for potential future roles.

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

To thrive as a Wealth Management Intern, you need strong analytical skills, attention to detail, basic finance or economics coursework, and familiarity with investment principles. Proficiency in Microsoft Excel, financial modeling tools, and exposure to CRM systems like Salesforce are often expected. Effective communication, discretion, and a proactive attitude help interns succeed in client interactions and team collaboration. These skills are crucial for supporting advisors, conducting research, and building a foundation for a career in wealth management.

Is it hard to get a wealth management internship?

Securing a wealth management internship can be competitive, often requiring strong academic performance, relevant coursework, and interpersonal skills. Applicants with prior finance knowledge, certifications like the CFA Level I, or experience in customer service may have an advantage, and internships typically seek motivated candidates willing to learn and work in a fast-paced environment.

What do you do as a wealth management internship?

A wealth management internship involves supporting financial advisors by conducting research, preparing client reports, and assisting with investment strategies. Interns gain experience in financial planning, client communication, and using tools like CRM systems and financial software. The role provides practical exposure to the wealth management industry and may require strong analytical and interpersonal skills.

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

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

What are popular job titles related to Wealth Management Internship jobs in Michigan?

For Wealth Management Internship jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Wealth Management Internship jobs in Michigan look for?

The top searched job categories for Wealth Management Internship jobs in Michigan are:

What cities in Michigan are hiring for Wealth Management Internship jobs?

Cities in Michigan with the most Wealth Management Internship job openings:

Wealth Management Internship jobs near you
Infographic showing various Wealth Management Internship job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, 2% Temporary, 3% Contract, and 1% Nights. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Registered Wealth Management Client Associate

Bank of America

Mount Pleasant, MI • On-site

Full-time

Re-posted 10 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 530 frontline employees who took The Breakroom Quiz

50th of 171 rated banks

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.We believe trust comes fromtransparency.Ourtrusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Position Overview:

The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.

Specific responsibilities include, but are not limited to:

  • Work with highly affluent clients
  • Lead end-to-end onboarding and maintenance activities for new and existing clients.
  • Provide products and services to each client, working with cross line of business partners
  • Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
  • Act as a key team member leading our clients' digital experience with the firm
  • Create ease of access and interaction, while protecting their privacy and security
  • Find opportunities to innovate every day

Key Qualifications for the role:

  • Candidates are required to currently hold Series 7 & 66 or 63/65
  • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
  • Product Knowledge: Foundational knowledge of investment and banking products
  • Energetic individual that is self-motivated, coachable, and flexible in thought
  • Enjoys a fast-paced environment with changing and evolving responsibility
  • Detail oriented
  • Invested in personal development
  • Consistently pursues client experience excellence
  • Works quickly to fulfill client needs delivering complex solutions
  • Frequent communication, and an abundance of discretion with sensitive information
  • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
  • Professional verbal and written communication

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5

What Bank Of America employees say

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Benefits

Hours and flexibility

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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