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Wealth Sales Internship

United States, Westwood, Massachusetts 25.00 USD / Hour · Job Posted January 20, 2026
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Job Description

The Citizens Wealth Management Internship Program provides a dynamic opportunity for students to gain meaningful exposure, experience and insight into the wealth management industry. Interns work directly with the Wealth Management Business Strategy & Development team. Interns gain broad exposure to all facets of the business—from operations and strategy to client services and technology—offering a comprehensive view of how the organization functions. They also develop a wide range of professional skills including project management, data analysis, presentation design and delivery, advanced technical capabilities, and network building.

Job Responsibility

  • Contribute to key initiatives that drive business optimization and growth
  • Observe core business processes
  • Collaborate with colleagues and partners across various business
  • Engage in diverse strategic projects supporting the broker-dealer’s development
  • Complete a capstone project designed to deliver lasting value to CWM

Requirements

  • Current students enrolled in an undergraduate program, graduating in Winter 2026 to Spring 2028
  • Minimum cumulative GPA of 3.0
  • Relevant work experience, leadership involvement and/or coursework
  • Proficiency in MS Office (Word, Excel, PowerPoint)
  • Successfully complete a HireVue assessment within 4 days of receiving the link
  • Must currently be a U.S. Resident
  • Must have permanent authorization to work in the U.S

Nice to have

Business majors preferred

What we offer

  • Comprehensive medical, dental and vision coverage
  • Retirement benefits
  • Maternity/paternity leave
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs
  • Competitive paid time off policy

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