What are the responsibilities and job description for the Wealth Management Intern position at Broadway Bank?
Position: Wealth Management Intern | Division: Wealth Mgmt Services |
Work Days: Monday - Friday | Hours of Operation: 8:00am -5:00pm
Why Broadway Bank
We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.
Position Overview
The Wealth Management Intern will gain hands-on experience in wealth management and financial planning within a professional banking environment. This structured 10-week internship offers exposure to investment strategies, portfolio management, and client relationship management while applying academic knowledge to real-world financial advisory scenarios. This role will contribute to meaningful projects, collaborate with cross-functional teams, and develop a foundational understanding of private banking and wealth management services.
Essential Functions
Broadway Bank is proud to be an Equal Opportunity and Affirmative Action Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, genetic data or other legally protected status.
Member FDIC
Work Days: Monday - Friday | Hours of Operation: 8:00am -5:00pm
Why Broadway Bank
We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.
Position Overview
The Wealth Management Intern will gain hands-on experience in wealth management and financial planning within a professional banking environment. This structured 10-week internship offers exposure to investment strategies, portfolio management, and client relationship management while applying academic knowledge to real-world financial advisory scenarios. This role will contribute to meaningful projects, collaborate with cross-functional teams, and develop a foundational understanding of private banking and wealth management services.
Essential Functions
- Participate in job shadowing with experienced Wealth Advisors, Portfolio Managers, and Trust Officers to gain a comprehensive understanding of wealth management practices.
- Support client portfolio reviews by gathering relevant financial data and assisting in the preparation of reports and recommendations.
- Assist in conducting market research and analysis to help identify investment opportunities for client portfolios.
- Collaborate with team members on the preparation and delivery of client presentations and financial plans.
- Gain exposure to financial planning tools and software, including portfolio performance reporting and risk analysis.
- Support the administrative processing of account openings, maintenance requests, and transaction monitoring.
- Attend team meetings, training sessions, and client events to understand the client service experience within wealth management.
- Participate in special projects related to investment strategy, estate planning, and wealth transfer solutions.
- Assist in developing marketing materials and client communications as directed by Wealth Management leadership.
- Maintain strict confidentiality regarding client data and internal bank operations.
- This position may require travel within the Bank’s geographic area.
- Must be entering the junior or senior year of an accredited undergraduate program.
- Currently enrolled in a degree program focused on business, finance, accounting, economics, or a related field.
- A cumulative GPA of 3.00 or higher is required.
- A professional letter of recommendation is preferred.
- Strong verbal and written communication skills for effective interaction with clients, team members, and leadership.
- Proficiency in Microsoft Excel, Word, and PowerPoint, with the ability to conduct financial data analysis and create reports.
- Basic understanding of investment principles, financial markets, and wealth management strategies.
- Strong analytical skills with a detail-oriented mindset and a focus on accuracy.
- Eagerness to learn and adapt to new systems, tools, and financial planning methodologies.
- Professional demeanor, with a commitment to maintaining the highest standards of client confidentiality and ethical behavior.
- Ability to work both independently and as part of a collaborative team.
- Strong interpersonal skills, including the ability to build and maintain professional relationships.
- Availability to commit to the full 10-week internship program.
- Willingness to adhere to Broadway Bank’s core values and maintain the highest standards of professionalism and integrity.
- Requires the ability to lift, carry, push, or pull objects weighing up to 10 lbs. on a regular basis.
- Occasional overtime or extended hours may be required.
- Career Development and Mentorship Programs
- Generous paid time off, minimum 4 weeks
- Employee recognition, awards, and events
- Free vision insurance
- Retirement matching
- Tuition reimbursement
Broadway Bank is proud to be an Equal Opportunity and Affirmative Action Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, genetic data or other legally protected status.
Member FDIC
