About the role#
DBHW Wealth Partners is hiring a Wealth Intern for the Spring 2027 term. This is a paid, on-site, full-time internship based in South Milwaukee, Wisconsin. You will work 16 to 40 hours per week starting January 4, 2027.
What you'll do#
- Work with financial advisors and support teams to identify client needs and build financial solutions.
- Prepare financial plans, investment strategies, and client presentations.
- Review and maintain client financial data in planning software to ensure accuracy.
- Gain exposure to daily wealth management operations.
- Collaborate on projects to improve client experience and operational efficiency.
- Support data management initiatives to maintain integrity across client records and internal systems.
What you'll need#
- Currently pursuing a bachelor degree in Finance, Economics, Business, or a related field.
- Junior or senior standing with strong academic results.
- Proficiency in Microsoft Office, specifically Excel.
- Interest in learning financial modeling tools.
- Strong communication, analytical, and problem-solving skills.
- Enthusiasm for delivering service and learning in a professional setting.
Location & details#
- Location: South Milwaukee, Wisconsin.
- Term: Spring 2027.
- Pay: 18 to 22 USD per hour.
- Modality: On-site.
About DBHW Wealth Partners
DBHW Wealth Partners is a financial services firm founded in 1989. The company provides tax preparation, accounting, and wealth management services to its clients. It maintains a staff of approximately 35 employees across offices in Wisconsin and Texas. The firm operates as a privately held organization.
How to get in at DBHW Wealth Partners
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