Wealth Management Intern

Job overview

The Wealth Management Intern role is onsite in Eau Claire, WI. Compensation is not specified. The internship is expected to last 18–24 months, begin in winter 2026 or January 2027, and involve approximately 15 hours per week during the school year, with additional hours possible in summer. Trust Point provides financial services to individuals, families, businesses, and charitable organizations. The intern supports Relationship Managers and the Wealth Management Support Team with client administration, reports, onboarding documentation, research, and special projects. The work helps the team complete client-related tasks accurately and on time while providing hands-on experience in wealth management.

What you'll do

• Assist Relationship Managers and the Support Team with administrative duties
• prepare client reports, presentations, and meeting materials
• assemble new-account onboarding documents
• research estate settlements and account administration
• support special projects and process improvements
• collaborate on client tasks
• maintain confidentiality and professionalism.

What we're looking for

Skills & competencies

wealth management intern

internship

eau claire wi

trust point inc.

client reports

account onboarding

estate research

administrative support

process improvement

bachelor’s degree pursuing

part-time during school year

Work arrangement

• Weekend coverage required

Why this role

18–24-month internship beginning winter 2026/January 2027; approximately 15 hours weekly during the school year, with additional summer hours possible; applicants must be pursuing a bachelor’s degree in business, accounting, or a related program.

About the employer

Trust Point Inc. is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.