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Wealth Management Internship Jobs in Butler, WI (NOW HIRING)

... internship programs, and what the difference between the programs are! We will be showcasing our ... In our Private Banking team, we partner with our clients to manage, grow, and preserve their wealth ...

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 ...

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 ...

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 ...

Mechanical Engineering Intern

Waukesha, WI

$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 ...

Wealth Management Internship information

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 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 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.

What are the most commonly searched types of Wealth Management jobs in Butler, WI?

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

What cities near Butler, WI are hiring for Wealth Management Internship jobs?

Cities near Butler, WI with the most Wealth Management Internship job openings:

Wealth Intern (Fall 2026)

DBHW Wealth Partners

South Milwaukee, WI • On-site

$18 - $22/hr

Full-time, Internship

Re-posted 3 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)