Wealth Associate Internship 2026 jobs in United States
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Citizens · 10 hours ago

Wealth Associate Internship 2026

Citizens is dedicated to developing future leaders in Wealth Management, and they are seeking interns for their Wealth Associate Internship Program. This 10-week immersive experience will provide students with hands-on exposure to key home office functions and foundational skills in Wealth Management.

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Responsibilities

Collaborate on strategic initiatives to enhance client and colleague experiences
Conduct research and analysis on market trends, competitive positioning, and business performance
Support product development and investment solutions for Financial Advisors and clients
Assist in project management for critical initiatives across Wealth functions
Prepare presentations and reports for wealth leadership
Leverage data analytics to inform decision-making and improve operational efficiency
Engage in cross-functional partnerships to drive innovation and deliver integrated solutions

Qualification

Wealth ManagementAnalytical skillsMicrosoft ExcelMicrosoft PowerPointProblem-solvingOrganizational skillsWritten communicationVerbal communicationTeamworkTime management

Required

Expected graduation date: May 2027
Minimum GPA: 3.2
Successfully complete a video interview assessment within 4 days of receiving the link. If not completed within the timeframe, your application will be automatically withdrawn from consideration
Demonstrated interest in Wealth Management and financial services
Exceptional analytical, problem-solving, and organizational skills
Proficiency in Microsoft Excel and PowerPoint
Strong written and verbal communication skills
Ability to manage multiple priorities and work effectively in a team environment

Preferred

Preferred GPA: 3.4+

Benefits

Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States

Company

Citizens

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At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

H1B Sponsorship

Citizens has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Public Company
Total Funding
$2B
2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO

Leadership Team

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Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
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Steve Kozek
Head of Commercial Excellence, Senior Vice President
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