Wealth Advisory Intern
: Job Details :


Wealth Advisory Intern

German American Bank

Location: Evansville,IN, USA

Date: 2025-01-01T06:48:28Z

Job Description:
Job Title: Wealth Advisory InternOverview: As a Wealth Advisory Intern, you will be working in our Evansville Downtown location, partnering with a leader and mentor to gain a deeper understanding of day-to-day functions of asset management, trust administration, estate planning, and retirement plans and services, along with critical corporate operations. You will also work on a strategic project where you perform research to uncover solutions and present recommendations to the leadership team. What You'll Do:
  • Day in the Life - Every day you will be have hands-on experience with client-facing and operational aspects of Wealth Advisory. You will also be digging into a project that impacts the client experience and internal operations. Over the summer, you will follow an experience and development plan to guide your progress and learn how your field of study can be applied in a real world scenario. You will interact with both internal and external customers, gather data, compile and share reports, build relationships, participate in community events and brainstorm with your team to determine how to complete the project. Your program capstone includes a formal presentation to share information about your project and provide a recommendation for the best next steps for carrying the project forward.
  • What it Takes - This internship is for an undergraduate student in pursuit of a Bachelor's Degree in Financial Planning, Accounting, Business Administration, Finance, Management or related majors from an accredited college/university with a minimum GPA of 2.8 (cumulative). To thrive in this role you must have outstanding work ethic, project and time management skills, strong written and verbal communication skills, attention to detail and ability to work well individually and in teams. Being highly motivated, resourceful and results-driven will help you to complete the necessary milestones of the project. You must also have the ability to ask questions, as well as provide and receive feedback. Access to reliable transportation for various training and networking events is required.
Bonus Points:
  • Technology Skills
  • Proficiency with the Microsoft Office Suite
  • Bilingual/Multilingual
This position will be located at:21 SE 3rd StEvansville, Indiana, 47708United States About Us:German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
Apply Now!

Similar Jobs (0)