Must pay attention to detail and exhibit both a willingness to learn and a can-do attitude. Be able to take initiative and work productively in a team environment. Commitment to complete activities by given deadlines and be ready to present completed projects to the Team. We visit campuses and attend career fairs at multiple universities. We recommend checking with your university’s Career Services office to learn if and when we will be on your campus. If not, we encourage you to continue to visit bairdcareers.com, where you can view our current internship openings and apply.
Internship program provides qualified candidates broad-based exposure to the wealth management industry. As part of our team, you will be expected to hit the ground running in a fast-paced team environment. At the conclusion of your experience, you will take away a better understanding of fundamental concepts in financial planning including asset allocation, company retirement plans, philanthropic strategies, estate planning, and tax-efficiency. You will also participate in further developing our firm’s unique and creative approach to marketing. Summer Interns will operate as key team members supporting both internal and/or external client initiatives. Cazenove Capital Management (‘Cazenove Capital’) is the UK Wealth Management business of the Schroder Group in the UK.
The internship is for credit, and there are sometimes paid part-time positions available upon completion of the program. Congress Wealth Management takes pride in offering an internship program that offers students an in-depth lens into the world of wealth management. Most students, especially at the high school level, do not have the opportunity to learn the basic concepts of wealth management. I believe that both my educational and professional backgrounds have prepared me well for the challenges that are faced in this industry.
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Luckily, we’ve found all of the skills you’ll need so even if you don’t have these skills yet, you know what you need to work on. Out of all the resumes we looked through, 15.2% of wealth management interns listed portfolio on their resume, but soft skills such as analytical skills and interpersonal skills are important as well. If you’re interested in becoming a wealth management internship, one of the first things to consider is how much education you need. We’ve determined that 85.2% of wealth management interns have a bachelor’s degree. In terms of higher education levels, we found that 8.7% of wealth management interns have master’s degrees. Even though most wealth management interns have a college degree, it’s impossible to become one with only a high school degree or GED.