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Citizens Wealth Management is dedicated to developing future leaders in Wealth Management. The Wealth Associate Internship Program offers a unique, immersive experience for students interested in exploring a career in financial services and wealth management. Over 10 weeks, interns will gain hands-on exposure to key home office functions, working alongside experienced professionals and contributing to impactful projects. This internship is designed to provide a broad understanding of Wealth Management, equipping participants with foundational skills and insights for future success.
Job Responsibility:
Collaborate on strategic initiatives to enhance client and colleague experiences
Conduct research and analysis on market trends, competitive positioning, and business performance
Support product development and investment solutions for Financial Advisors and clients
Assist in project management for critical initiatives across Wealth functions
Prepare presentations and reports for wealth leadership
Leverage data analytics to inform decision-making and improve operational efficiency
Engage in cross-functional partnerships to drive innovation and deliver integrated solutions
Requirements:
Expected graduation date: May 2027
Minimum GPA: 3.2
Preferred GPA: 3.4+
Successfully complete a video interview assessment within 4 days of receiving the link
Demonstrated interest in Wealth Management and financial services
Exceptional analytical, problem-solving, and organizational skills
Proficiency in Microsoft Excel and PowerPoint
Strong written and verbal communication skills
Ability to manage multiple priorities and work effectively in a team environment