Wealth Management Internship

Job Description

Wealth Management Internship

Location: Lebanon, TN

If you’re looking for a career where purpose meets opportunity, and where your contributions truly make a difference, Wilson Bank & Trust is the place for you.

About Wilson Bank & Trust

Working at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. We are committed to serving our communities, and this dedication is matched by our support for employees—through recognition, rewards, and opportunities to grow. Inside our walls, you’ll find a workplace that reflects the same trusted reputation we’ve built since the beginning.

Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated. Your voice matters here—feedback drives decisions on workplace flexibility, transparency, and strategic priorities.

About The Position: Be the Steward of Long-Term Prosperity

Meet neighbors who are ready to map out college savings, plan retirement income, or diversify a growing business’s assets. Our WBT Wealth Management team is backed by Raymond James Investments, empowering us to be the trusted advisors who bring clarity and confidence to long-term goals.

In this role, you’ll build relationships that begin in our offices and deepen over decades, partnering with our Retail and Lending teams to identify needs and seamlessly facilitate referrals when customers require investment solutions beyond a bank’s traditional capabilities. Through employing Raymond James Financial Advisors, we connect customers to a broader platform of investment strategies while keeping the personal, community-first approach that defines our bank.

You’ll translate complex markets into understandable plans, celebrate milestones as portfolios evolve, and serve as a steady guide through changing seasons. This isn’t just managing money; it’s stewarding futures.

Position Summary

The Intern develops a broad understanding of wealth management services while performing duties designed to support the company’s objectives. This position collaborates with the Wealth Management team to assist in general processing and filing of documentation, client communications, and client events. The Intern learns fundamental investment and financial terms and processes while supporting the team with daily initiatives.

This position reports to the Investment Center Manager and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.

Position Duties And Responsibilities

• Participate in rotational shadowing of the Financial Advisor team to learn fundamental investment and financial terms, rules, etc.
• Assist in general processing and filing of documentation.
• Assist with client communications to include walk-in and phone greeting, appointment scheduling, responding to basic questions or requests.
• Assist with client events as needed.
• Assist support team with daily tasks including reporting, appointment preparation, transactions, etc.
• Attend training as requested.
• Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program.
• Participate in outside community activities as required.
• Perform other duties as assigned.

Required Qualifications

• Currently enrolled in a college/university degree program.
• Customer service experience preferred.
• Proficient with Microsoft Office and other standard software applications.
• Ability to serve clients in a courteous and professional manner.
• Ability to build relationships with clients and internal teammates.
• Basic organization and time management skills.
• Ability to develop and maintain working knowledge of investment products, services, policies, procedures, and systems.
• Maintain a professional demeanor at all times.
• Effective verbal and written communication skills.
• Excellent interpersonal skills.
• Critical thinking and problem-solving skills.
• High standards for integrity, honesty, professionalism, and work ethic.
• Commitment to service excellence.
• Ability and willingness to work with purpose and a strong sense of urgency.
• Self-motivated, positive, and enthusiastic.
• Self-starter with a strong desire to exceed expectations.
• Maintain confidentiality discretion.
• Ability to effectively work in collaboration with others to achieve business objectives.
• Participation in community events as required.
• Willing to grow and be challenged.

GROW WITH US

“Grow With Us” is more than a slogan—it’s an invitation. Whether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you’ll find opportunities tailored to your interests and ambitions while working for WBT.

We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.