Intern - Private Wealth Advisor

Posted 4 Days Ago
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Indianapolis, IN, USA
In-Office
Internship
Fintech
The Role
Paid summer intern supporting Private Wealth Advisors across business development, investment management, private banking, client management, retirement plan services, operations, fiduciary services, analytics, presentations, projects, and product development. The role provides exposure to private wealth operations, client presentations, investment management, and private banking analysis, along with mentorship, networking, leadership presentations, and community service.
Summary Generated by Built In

Thank you for your interest in the First Merchants 2027 Summer Internship Program! First Merchants is seeking highly motivated, enthusiastic college students for our 12-week paid summer internship program.

Why Intern at First Merchants?

  • Gain hands-on experience in the financial services industry
  • Work on meaningful projects that impact the business
  • Receive mentorship from experienced professionals
  • Build relationships with leaders across the organization
  • Participate in networking and development events
  • Volunteer alongside fellow interns during a community service project
  • Present accomplishments and key learnings to senior leadership

Summer Internship Program Overview

First Merchants internship opportunities are available in a variety of business areas including Credit Administration, Commercial Banking, Consumer Banking, Treasury Management, Private Wealth, Technology, Human Resources, Marketing, Risk, Operations, and other business functions.

Department Internship Duties & Responsibilities

The Private Wealth Advisors Intern will support the First Merchants Private Wealth Advisors team in conducting day to day business with exposure to business development, investment management, private banking, client management, retirement plan services, operations, as well as fiduciary and consumer investment services. The Intern will spend a significant amount of time in each discipline including areas of analytics, presentation, projects, and product development. 

Below is what you can expect to learn from an internship in our Private Wealth Advisors Team at First Merchants Bank:

  1. An overview of how a private wealth practice works
  2. The different lines of business inside of the practice and how they work together to meet client needs
  3. How to prepare for, execute, and debrief a client presentation
  4. The operations aspects of private wealth advising
  5. Investment management and private banking analysis

Successful students will possess:

  • Initiative
  • Enthusiasm
  • Strong Work Ethic
  • Team Mentality
  • Self-Motivation

In addition to the learning objectives, all interns will participate in a coordinated community service project. Interns will have an opportunity to network with Executive and Senior Leadership at our Intern Meet & Greet event and will present a summary of their experience at the conclusion of the internship program.

Required Qualifications

  • Be a full-time Bachelor (or higher) degree-seeking student at an accredited college or university.
  • Be available to work 40 hours per week from May 17th- August 6th, 2027.
  • Be authorized to work in the United States.
  • Have demonstrated interest in the industry and/or specific area of interest.
  • Possess a GPA of 3.0 or higher.
  • Be able and willing to travel periodically throughout the First Merchants footprint, if applicable.

About First Merchants:

First Merchants Corporation is the largest financial services holding company located in Central Indiana. We provide our clients with broad financial services delivered locally by bankers who are known and trusted in their communities. We offer personal banking, business banking, mortgage lending, treasury management services, and wealth management.

Since its organization, the Corporation has grown to include more than 126 banking center locations in Indiana, Michigan, and Ohio, and a wealth management company.  

Our Vision Is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Full-time Bachelor’s degree or higher student at an accredited college or university
  • Available to work 40 hours per week from May 17 through August 6, 2027
  • Authorized to work in the United States
  • Demonstrated interest in the financial services industry and/or the specific area of interest
  • Minimum GPA of 3.0
  • Able and willing to travel periodically throughout the First Merchants footprint, if applicable
  • Initiative, enthusiasm, strong work ethic, teamwork, and self-motivation

First Merchants Corporation Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First Merchants Corporation and has not been reviewed or approved by First Merchants Corporation.

  • Retirement Support — Retirement programs include a 401(k) with employer match and an employee stock purchase plan that are presented as meaningful components of total rewards. These elements are highlighted as strengths relative to other benefit components.
  • Leave & Time Off Breadth — Time-off provisions include PTO, bank holidays, bereavement, paid parental leave, and paid volunteer time. These elements can help offset concerns about base pay in some roles.
  • Parental & Family Support — Paid parental leave is explicitly offered and positioned alongside PTO and holidays to support family needs. This support contributes to a more balanced work–life setup.

First Merchants Corporation Insights

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The Company
HQ: Muncie, IN
1,548 Employees
Year Founded: 1893

What We Do

First Merchants Corporation is the largest financial services holding company in Central Indiana, headquartered in Muncie, Indiana. The Corporation has one full-service bank charter, First Merchants Bank. The Bank also operates as First Merchants Private Wealth Advisors (as a division of First Merchants Bank). First Merchants Corporation’s common stock is traded on the NASDAQ Global Select Market System under the symbol FRME. First Merchants offers customers broad financial services throughout locations in Indiana, Ohio, Illinois and Michigan providing: • Commercial Banking (business) – checking, treasury management, card services, financing, loans, electronic banking, online and mobile banking. • Personal Banking (consumer) – checking, savings, CDs, mortgages, loans, IRAs, HSAs, online and mobile banking. • Private Wealth Advisors - trusts, investments, 401(k) plans, 403(b) plans, profit sharing plans, pension plans, cross-tested plans, cash balance plans, Flexible Spending Accounts, IRAs, SEP IRAs, and succession planning. First Merchants is committed to customers by: • Developing strong relationships. o As financial advisors – our professionals listen and provide solutions o The tenure of our professionals averages eight years, meaning you will enjoy continuity of service o We hire local professionals from the communities we serve • Customers benefit from local decision making. o Decisions are made faster o The process is streamlined, with each customer having a single point of contact. o Our financial professionals are empowered to develop tailored solutions. • The local communities we serve benefit from First Merchants’ involvement and support.

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