Wealth Intern

About DBHW Wealth Partners

DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.

Meet our team:https://www.dbhwwealthpartners.com/our-team

Hours: 16 - 40 hours per week

Start Date:January 4, 2027

What You’ll Do:As a Wealth Management Spring Intern, you will:

• Work alongside experienced financial advisors and support teams to understand client needs and develop tailored financial solutions.
• Assist in preparing financial plans, investment strategies, and client presentations.
• Review, verify, and maintain client financial data within planning software to ensure accuracy, completeness, and consistency.
• Gain exposure to the day-to-day operations of wealth management.
• Collaborate on special projects aimed at improving client experience and operational efficiency.
• Support ongoing data management and maintenance initiatives to ensure accuracy, consistency, and integrity across client records and internal systems.

Who You Are:We are seeking motivated and detail-oriented students who are:

• Pursuing a bachelor’s degree in Finance, Economics, Business, or a related field.
• Junior (rising senior) or Senior year students with strong academic standing.
• Proficient in Microsoft Office Suite, particularly Excel, and eager to learn financial modeling tools.
• Strong communicators with excellent analytical and problem-solving skills.
• Enthusiastic about delivering excellent service and learning in a professional environment.

What We Offer:

• Competitive pay within the national average.
• A supportive and inclusive company culture.
• Networking opportunities with industry professionals.
• Hands-on experience and mentorship to prepare you for a career in wealth management.
• Potential for future full-time opportunities based on performance.