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Wealth Management Internship Jobs in Wisconsin (NOW HIRING)

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

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.

KerberRose S.C.

Administrative Intern

Appleton, WI

$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

$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.

KerberRose S.C.

Administrative Intern

Green Bay, WI

$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

Suamico, 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

Freedom, WI · On-site

$32K - $38K/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

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.

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.

Kion Group AG

AI Internships

Wauwatosa, WI · On-site

$21 - $25/hr

We offer: Join the Future Talent Program Internship at Dematic and ignite your career with ... Enjoy the flexibility of self-paced learning, with access to a wealth of knowledge that will ...

Kiongroup

AI Internships

Wauwatosa, WI · On-site

$21 - $25/hr

We offer: Join the Future Talent Program Internship at Dematic and ignite your career with ... Enjoy the flexibility of self-paced learning, with access to a wealth of knowledge that will ...

Kiongroup

AI Internships

Wauwatosa, WI · On-site

$21 - $25/hr

We offer: Join the Future Talent Program Internship at Dematic and ignite your career with ... Enjoy the flexibility of self-paced learning, with access to a wealth of knowledge that will ...

Barry-Wehmiller

Mechanical Engineering Intern

Waukesha, WI · On-site

$18.75 - $25.25/hr

Prepare and present to management a summary of the experience gained during the internship. * Apply ... At Barry-Wehmiller we recognize that people come with a wealth of experience and talent beyond just ...

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Wealth Management Internship information

See Wisconsin salary details

$8

$22

$54

How much do wealth management internship jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for wealth management internship in Wisconsin is $22.84, according to ZipRecruiter salary data. Most workers in this role earn between $12.95 and $25.46 per hour, depending on experience, location, and employer.

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 Wisconsin?

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

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

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

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

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

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

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

Wealth Management Internship jobs near you
Infographic showing various Wealth Management Internship job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $47,513 per year, or $22.8 per hour.

Administrative Intern

KerberRose S.C.

Green Bay, WI • On-site

$31K - $37K/yr

Other

Re-posted 29 days ago

Job description

Internship Opportunity With Potential For Long-Term Employment

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.

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, supportive 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