Wealth Advisory Intern

Posted 3 Days Ago
Be an Early Applicant
2 Locations
In-Office
Internship
Financial Services
The Role
Supports wealth advisory activities involving asset management, trust administration, estate planning, and retirement services. Conducts research, gathers data, compiles reports, interacts with clients and internal teams, participates in community events, and develops recommendations for a strategic project. Presents project findings and next steps to leadership. Requires strong communication, organization, teamwork, attention to detail, and project management skills.
Summary Generated by Built In
Overview:
As a Wealth Advisory Intern, you will be working in either our Downtown Evansville, IN office or Jasper, IN office, partnering with a leader and mentor to gain a deeper understanding of day-to-day functions of asset management, trust administration, estate planning, and retirement plans and services, along with critical corporate operations.  You will also work on a strategic project where you perform research to uncover solutions and present recommendations to the leadership team.  

What You'll Do:

    Day in the Life – Every day you will be have hands-on experience with client-facing and operational aspects of Wealth Advisory.  You will also be digging into a project that impacts the client experience and internal operations. Over the summer, you will follow an experience and development plan to guide your progress and learn how your field of study can be applied in a real world scenario. You will interact with both internal and external customers, gather data, compile and share reports, build relationships, participate in community events and brainstorm with your team to determine how to complete the project. Your program capstone includes a formal presentation to share information about your project and provide a recommendation for the best next steps for carrying the project forward. 

What it Takes:

    This internship is for an undergraduate student in pursuit of a Bachelor’s Degree in Financial Planning, Accounting, Finance or related majors from an accredited college/university with a minimum GPA of 2.8 (cumulative). To thrive in this role you must have outstanding work ethic, project and time management skills, strong written and verbal communication skills, attention to detail and ability to work well individually and in teams. Being highly motivated, resourceful and results-driven will help you to complete the necessary milestones of the project. You must also have the ability to ask questions, as well as provide and receive feedback. Access to reliable transportation for various training and networking events is required.

    Bonus Points:

    Technology Skills

    Proficiency with the Microsoft Office Suite

    Bilingual/Multi-lingual

What we can offer you:

  • Education assistance program
  • Service awards
  • Financial benefits including 401(k) match, stock purchase plan, loan discounts and more
  • National and local discounts on everything from computers and vacations to phones and retail shopping
  • Free checking account, checks and discounted bank services

About Us:

    German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

German American Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (pregnancy, sexual orientation, or gender identity), age (40 or older), national origin, genetic information, veteran status, disability, or any other basis protected by law.

German American is committed to the full inclusion of all qualified individuals. As part of this commitment, if you require reasonable accommodation in completing the application process, interviewing, or completing any pre-employment testing, please direct your inquiries to our Talent Acquisition team at 812-482-0717 or [email protected].

German American employees are required to adhere to laws and regulations applicable to banks and to German American policies and procedures. Applicants should expect to complete necessary pre-employment screening pursuant to these laws, regulations, and policies.

Skills Required

  • Currently pursuing a Bachelor's degree in Financial Planning, Accounting, Business Administration, Finance, Management, or a related major
  • Enrollment at an accredited college or university
  • Minimum cumulative GPA of 2.8
  • Outstanding work ethic
  • Project and time management skills
  • Strong written and verbal communication skills
  • Attention to detail
  • Ability to work independently and in teams
  • Ability to ask questions and provide and receive feedback
  • Reliable transportation for training and networking events
  • Proficiency with Microsoft Office Suite
  • Bilingual or multilingual ability
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The Company
HQ: Jasper, IN
982 Employees
Year Founded: 1910

What We Do

German American Bancorp is a financial holding company whose banking subsidiary, German American Bank, serves individuals and businesses across Indiana, Kentucky, and Ohio. It offers banking and wealth-management services through a network of local offices; in Columbus and Greater Cincinnati it operates as Heartland Bank, a division of German American Bank. Founded in Jasper, Indiana, the organization emphasizes helping employees, clients, communities, and shareholders thrive.

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