Wealth Management Internship

Job Description

Wealth Management Internship | Wilson Bank & Trust

The Tone:
This is a Wealth Management Internship at Wilson Bank & Trust, located in Lebanon, TN. Wilson Bank & Trust is a purpose-driven organization committed to serving its communities while supporting employee professional growth. The company aims to be the trusted advisor who brings clarity and confidence to long-term financial goals, stewarding futures for clients. This role matters as it supports the Wealth Management team in helping neighbors map out college savings, plan retirement income, or diversify business assets.

The TL;DR
• Role: Internship
• Location: Lebanon, TN

• Team: WBT Wealth Management team; reports to the Investment Center Manager.
• Mission: To develop a broad understanding of wealth management services by supporting the team with daily processing, client communications, and events, thereby contributing to the company’s objectives.
• Tech Stack: Microsoft Office, standard software applications.

What You’ll Actually Do
• Learn: Participate in rotational shadowing of Financial Advisors to learn fundamental investment and financial terms.
• Document: Assist in general processing and filing of wealth management documentation.
• Communicate: Manage client communications, including walk-in and phone greeting, appointment scheduling, and responding to basic inquiries.
• Support: Assist with client events and support the team with daily tasks such as reporting, appointment preparation, and transactions.
• Comply: Ensure adherence to all federal bank regulations and laws, and participate in required community activities.

The Must-Haves
• Background: Currently enrolled in a college/university degree program.
• Experience: No specific years of experience required.
• Skills: Proficient in Microsoft Office and other standard software applications; ability to develop and maintain working knowledge of investment products, services, policies, and procedures; effective verbal and written communication and excellent interpersonal skills; basic organization, time management, critical thinking, and problem-solving skills.
• Bonus: Customer service experience preferred; high standards for integrity, honesty, professionalism, and work ethic; commitment to service excellence; self-motivated, positive, enthusiastic, and a self-starter with a strong desire to exceed expectations; ability to maintain confidentiality and discretion; willingness to collaborate effectively with others and a desire to grow and be challenged.