About the role#
DBHW Wealth Partners is seeking a Wealth Intern for the Fall 2026 term. This full-time, paid internship offers hands-on experience working directly with financial advisors to support client needs and departmental operations.
What you'll do#
- Work alongside experienced financial advisors to understand client needs and develop financial solutions.
- Assist in the preparation of financial plans, investment strategies, and client presentations.
- Conduct market research and analysis to identify trends and investment opportunities.
- Collaborate on special projects focused on improving client experience and operational efficiency.
- Support the department in transitioning to new technology and maintaining data hygiene.
What you'll need#
- Current enrollment in a bachelor’s degree program in Finance, Economics, Business, or a related field.
- Status as a Junior (rising senior) or Senior with strong academic standing.
- Previous internship experience within wealth management.
- Proficiency in Microsoft Office Suite, with a focus on Excel.
- Eagerness to learn financial modeling tools.
- Strong communication, analytical, and problem-solving skills.
Location & details#
- Location: South Milwaukee, Wisconsin
- Term: Fall 2026
- Work Modality: On-site
- Commitment: 16 to 40 hours per week
