Summer Intern - Retail Wealth Management (Wauwatosa, WI)

First National Bank of Omaha
vision insurance, tuition assistance, 401(k)
United States, Wisconsin, Milwaukee
2675 North Mayfair Road (Show on map)
Apr 18, 2025
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Our Modern, Flexible Workplace: We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers. It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs. Summary of the Job: The Intern role is accountable to develop core skills and working knowledge of FNBO business practices and operations through educational sessions, straightforward projects, and other duties requested by the manager. About This Role: Responsibilities Participate in corporate internship program activities such as educational workshops, social events, and community outreach. Duties may include Attend and participate in required internship educational sessions to develop and enhance core skills, industry knowledge, and key system and process understanding (as available) Participate and/or lead the completion of assigned short-term projects, as requested by manager Work with manager to develop, implement and complete a development plan, intended to identify educational opportunities in the organization aligned with interests Assist advisors in preparing client reports, financial plans, and investment analyses Participate in client meetings, taking detailed notes on financial strategies and recommendations Collaborate with team members on special projects focused on business development and operational efficiencies The Ideal Candidate for This Role: Program Requirements Must be a current university student or recent graduate with pursuing a degree in Finance Undergraduate GPA of 3.0 or higher Possess leadership skills Working knowledge of Microsoft Office Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: https://www.fnbo.com/careers/benefits/. To obtain compensation and benefit information related to this specific role, e-mail First National at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20250422 Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.