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Wealth Rotational Summer Internship 2026

Milwaukee, Wisconsin; Green Bay, Wisconsin; Madison, Wisconsin

On-site

Internship

3252

Overview

Looking for an internship where you feel inspired, challenged and empowered to succeed?

Start building a great foundation with an internship at Johnson Financial Group…one that challenges you to grow, equips you with hands-on experience, and empowers you to make an impact from day one.

Johnson Financial Group is Wisconsin's largest privately held, family-owned full service financial services institution, headquartered in Racine with locations across the state of Wisconsin. At JFG we lead with Compassion, are Consistent in our approach to serving our Customers and Communities (the core Values of JFG.)

During our 10-week rotational internship, you will work closely with our Wealth team to gain a well-rounded, hands-on understanding of the key pillars that drive success in the Wealth line of business. Through structured rotations, you'll develop the foundational knowledge and practical skills that will prepare you for entry-level opportunities in wealth management.

Our goal is to provide you with an immersive learning experience that not only deepens your understanding of financial services but also helps you discover where your interests and strengths align within the Wealth organization.

You will gain experience in the ares of:

WEALTH ADVISORY

Learn how our advisory teams identify client needs, communicate complex financial solutions, and drive growth through trust-based relationships. You may shadow client meetings, assist with proposal development and financial plans and explore the consultative sales process.

PORTFOLIO STRATEGY

Partner with the Wealth trading, investment analyst and portfolio management teams to gain insight into investment strategies, asset allocation, and portfolio construction.

CLIENT EXPERIENCE

Understand the critical infrastructure behind our Wealth business. You'll work with internal teams that oversee the Wealth client service delivery model and support advisor success - whether it's onboarding clients, streamlining workflows, or leveraging technology to enhance the client experience.

Our program also allows interns to experience the history of JFG and its surrounding communities.

You will have the opportunity to:

Meet with our Executive Team during orientation and network with them throughout the summer.

Attend a community volunteer event at the Hunger Task Force.

Participate in the Light the Hoan Internship Challenge - a project that shows the true power of teamwork!

…and so much more!

Experience what it is like to work for an organization that helps you build a foundation for your future success!

Qualifications:

Actively seeking a degree in Finance, Economics, or related field

Junior standing

Member of a financial or investment organization a plus

Member of a financial planning program desired

Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, the Diversity section of our career website.