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Waukesha State Bank

Wealth Management Summer Intern

On site

Waukesha, United states

Fresher

Internship

17-01-2026

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Skills

Go Decision-making Customer Service Research business development

Job Specifications

JOB REQUIREMENTS: Waukesha State Bank is offering an exciting Wealth

Management & Investments Internship for students interested in building

a career in finance, investments, and financial planning. This paid,

rotational internship provides hands-on experience across our Wealth

Management division, with approximately half of the time spent working

directly with our Chief Investment Officer on company research, security

analysis, and investment projects. The remainder of the program allows

interns to rotate through financial planning, private banking,

retirement plan services, business development, and operations, giving

you a well-rounded view of how a full-service wealth management team

serves clients. \* The ideal candidate is a rising junior or senior

pursuing a degree in finance, business, economics, or a related field

who is eager to learn, highly analytical, and professionally driven.

Interns will support client reporting, portfolio analysis, and market

research while gaining exposure to asset managers, client meetings, and

real-world investment decision-making. If you\'re looking for a

meaningful summer internship that offers mentorship, hands-on learning,

and a strong foundation for a future in wealth management, we invite you

to apply. Waukesha State Bank is one of the largest locally owned and

independent community banks in Wisconsin, with 14 full-service offices

located throughout Waukesha County. Our strength as a successful and

growing financial services provider is rooted in a long-standing

commitment to serving the community with a personalized, one-on-one

approach to banking and an emphasis on customer service. This is an

onsite position in Waukesha County, WI Employment with Waukesha State

Bank is contingent upon the successful completion of a criminal

background check and drug screen. EOE Disability/Vet For more

information, or to apply now, you must go to the website below. Please

DO NOT email your resume to us as we only accept applications through

our website.

https://waukeshabank.isolvedhire.com/jobs/1682530-84510.html \*\*\*\*\*

APPLICATION INSTRUCTIONS: Apply Online:

https://waukeshabank.isolvedhire.com/jobs/1682530-84510.html

About the Company

Waukesha State Bank is one of the largest locally owned and independent banks in Wisconsin. Since our modest beginning in 1944, we have been serving the financial needs of the community with a personalized, one-on-one approach to banking, and an emphasis on customer service and community involvement. Waukesha State Bank serves customers throughout Southeastern Wisconsin through our 14 full-service Waukesha County offices. We offer comprehensive banking and investment services for both individuals and businesses and employ ov... Know more