Undergraduate Intern - Wealth Management Intern

Wealth Management Intern

Help Amerant shape our continued success by pursuing a career you feel good about. We are seeking bright, innovative Interns to join our talent community in Wealth Management.

The Wealth Management intern role provides the opportunity to excel and to set in motion a Career Path. The role requires the maturity to take on challenges, as well as the desire to learn and be part of a team. Our success relies on the passion we invest in everything we do.

This rotational internship is full of opportunities to participate collaboratively in various projects and additional assignments that directly contribute to the success of the unit you assist. In addition, the intern will have opportunities to interact with and be mentored by executives and senior leadership. Upon completion of the intern program there is potential to obtain a full-time offer of employment.

About Amerant Bank

At Amerant, team members can build solid careers and make contributions to our dynamic environment. As we continually evolve and move forward to keep pace with the needs of our customers within each market, we draw upon the talent of our team members to identify new solutions and innovative ideas. We value the individuality and unique contributions of each team member that creates the strong culture of a thriving and visionary organization.

The Amerant culture is one that embraces social responsibility. We take our leadership role in the community seriously and reach out to make the markets we serve better places to live and work. Throughout our almost 40-year history, team members have been an integral part of expressing care and concern for our neighbors. Countless volunteer hours create lasting changes in our communities and provide forums for team members who work together to have fun together, too. Our priority is to support the organizations whose causes mean the most to our team members and customers.  Amerant Bank is an equal opportunity employer. 

Growth in Competence and Knowledge:

• Intern will be required to successfully complete all required course work within the allotted timeframe. 
• Progress will be monitored by the intern’s performance of required tasks by collaborative coaches, senior management, and the intern program director. 
• Interns will be assigned to an intern manager and will also gain exposure to multiple departments at the bank. 
• Interns will work with teammates and their manager on projects important to the bank's goals. On the job learning will be provided. 
• Interns will participate in team meetings, training, and presentations as available.
• Interns will complete a 12-week curriculum, marked with specific milestones. 

The Role

The intern position provides participants exposure to Wealth Management.

Wealth Management

• Excellent opportunity to gain hands-on experience in investment strategies, client relationship management, and back end operational procedures. 
• Work closely with experienced professionals, supporting various initiatives to help clients achieve their financial goals and needs. 
• Practical experience in wealth management and financial advisory services. 
• Participate in weekly market update meeting to stay up to date on the financial markets. 
• Exposure to various investment products and strategies
• Networking opportunities within the financial services sector.
• Provides support to our Client Associates in updating of KYC and Investment Profile as well as renewal of W8s and IDs. Other tasks include form filing support and general office administrative support: copying, scanning, faxing, and archiving.
• Monitoring client email inboxes to ensure processing of all pertinent client requests and ensure high levels of customer satisfaction. Requests include performing account maintenances to investment accounts.
• Provide support reviewing and approving requests initiated by other team members.
• Acts as primary liaison with Trading and Sales Middle Office. Participates in special projects: massive mailing, database maintenance, etc.
• Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media.
• Provide superior customer service to broker dealer/registered investment advisor.
• Ensure strict confidentiality of client, firm, and employee information.

Are you a fit?

• Minimum of 2 years college education in Business, Finance, or job-related degree. Seeking 2026 or 2027 Graduates. 
• Must be a team player and maintain a professional image.
• Must be able to prioritize work and effectively manage time, handling multiple tasks in a fast-paced environment 
• Displays a high level of professionalism with excellent interpersonal relations skills. 
• Strong computer skills, including Microsoft Word, Excel and PowerPoint.
• Must possess strong written and verbal communication skills. 
• Detail oriented and self-motivated. 
• Comfortable interacting with senior management and / or non-technical members of the organization.