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Summer 2027 private wealth management internship supporting Financial Advisors with report review, research, client meeting preparation, financial planning, market research, administrative tasks, client questions, marketing initiatives, and document processing. The role is full-time and office-based in La Crosse, Wisconsin, with opportunities for mentorship, professional development, and exposure to financial advisory work.

Oversee accurate and timely investor reporting deliverables, including statements, confirmations, proxy materials, prospectuses, data feeds, and pricing support. Analyze workflows and reporting issues, coordinate resolutions with internal teams and vendors, support audits and controls, participate in testing and implementations, and lead process improvements. The role requires strong attention to detail, financial services operations knowledge, analytical problem-solving, and effective cross-functional collaboration.

Supports digital marketing projects across websites, email, social media, digital advertising, and intranet channels. Responsibilities include updating corporate websites through a CMS, creating intranet pages, managing email and social publishing platforms, and generating and analyzing digital marketing reports. The internship provides exposure to enterprise marketing technology and requires full-time summer and part-time academic-year availability in a hybrid Milwaukee office setting.

Year-round IT Operations Automation and AI intern supporting infrastructure and technology operations teams. Responsibilities include identifying process improvements, building and testing automations, exploring approved AI applications, documenting solutions, creating test evidence, supporting handoffs, and presenting findings. The role offers mentorship, rotations, and progressively greater ownership. It requires full-time summer availability, part-time semester availability, and hybrid work from Milwaukee.

Provides client service and operational support to Financial Advisors by coordinating onboarding, account opening, paperwork, transactions, communications, CRM maintenance, appointments, reports, and client events. Handles client inquiries, monitors investment opportunities, supports regulatory compliance, and helps improve advisor business effectiveness. The role requires strong organization, communication, accuracy, technology skills, and securities licensing or willingness to obtain required licenses within 18 months.

Coordinates corporate real estate and workplace projects, including schedules, documentation, milestones, vendors, stakeholder communication, office moves, reconfigurations, and closures. Tracks invoices, budgets, commitments, accruals, and financial reporting while supporting project managers and design leadership. Maintains organized records, prepares status updates, monitors variances, and ensures approvals and project closeout activities are completed accurately and on time.

Supports Financial Advisors by coordinating client onboarding, account openings, paperwork, transactions, communications, CRM maintenance, reporting, regulatory compliance, client meetings, seminars, and service requests. Handles incoming calls, monitors investment-related activities, prepares meeting materials, manages client relationship workflows, and helps improve team effectiveness. The role requires strong organization, communication, accuracy, technology skills, confidentiality, and securities licensing or willingness to obtain required licenses within 18 months.

The Associate Financial Advisor assists in delivering wealth management solutions by creating financial plans, managing client relationships, and providing investment strategies while supporting financial advisors with client services.

As a Financial Advisor in Training, you will undergo a structured training program, supporting client planning while gaining licensing and sales skills. You'll work closely with experienced advisors to develop marketing strategies and enhance investment knowledge.

Leads enterprise media and sponsorship strategy, planning, investment, negotiation, vendor relationships, budgeting, and performance optimization. Manages sponsorship portfolios across sports, nonprofit, and community partnerships; aligns initiatives with brand and business objectives; advises stakeholders; and leads a small team while supporting integrated marketing programs.