Wealth Intern

About the Company

DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public.

Responsibilities

• Work alongside experienced financial advisors to understand client needs and develop tailored solutions
• Assist in preparing financial plans, investment strategies, and client presentations
• Perform market research and analysis to identify trends and opportunities
• Gain exposure to the day-to-day operations of wealth management
• Collaborate on special projects to improve client experience and operational efficiency
• Assist with transitioning the department into new technology and maintaining data hygiene

Requirements

• Pursuing a bachelor’s degree in Finance, Economics, Business, or a related field
• Previous wealth management internship experience
• Junior (rising senior) or Senior year student with strong academic standing
• Proficient in Microsoft Office Suite, particularly Excel
• Strong analytical and problem-solving skills
• Excellent communication skills

Benefits

• Competitive pay within the national average
• Supportive and inclusive company culture
• Networking opportunities with industry professionals
• Hands-on experience and mentorship
• Potential for future full-time opportunities