Wealth Management Intern

Position Summary

GREENSTATE INTERNSHIPS:

GreenState Credit Union's internship opportunity will immerse you into GreenState's fun and fast paced environment! As a valuable member of our team, you will provide direct support to your assigned team by owning the outcome for a variety of projects. We want your internship to be educational, meaningful, and exciting! As an intern, you will gain a better understanding of the roles in your department and be well prepared for work in the financial industry in the future. You will also have opportunities to work with GreenState members, other departments, and staff.

 

The Wealth Management Intern will focus on several areas during the internship program including: Attending meetings, supporting Financial Advisors, Trust Officers, and Administrative Associates, maintaining the call calendar, communicating with members and clients, reviewing accounts, and assisting with various projects including Guided Wealth Portfolio, Financial Planning, Grow Our Own, and Marketing.

 

This is a paid, on-site internship lasting 12 weeks, with an hourly wage of $15hr. The program runs from May 19th through August 7th.

 

We will start outreach to internship candidates in January 2026.

 

GREENSTATE CULTURE:

At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.  

Essential Duties and Responsibilities

Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.

Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.

Demonstrates a positive member service (internal and external) focus at all times.

Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.

Ensures confidentiality of member information.

Supports a diverse and inclusive work environment.

Assists with planning, coordination and execution of department events as directed by the appropriate staff member.

Provides a variety of administrative and clerical support regarding respective departmental and organizational projects and tasks.

Interacts with both internal and external GreenState parties including, but not limited to, fellow employees, department leaders, members, and vendors in the pursuit of departmental and organizational objectives.

Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis.

Performs any other duties as may be required to meet Credit Union objectives.

This job description does not list all the job duties. Intern may be asked to perform other duties by the staff or supervisor. Intern will be evaluated on performance of the projects listed as well as interaction with employees and clients. Work hours and project specifics will be negotiated with each candidate.

Job Requirements/Expectations

Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Job will require a non-traditional workweek with extra hours including evening and/or weekend duties.

Must be a current student in good academic standing.

Enthusiasm about knowledge acquisition and learning.

Good oral communication skills and the ability to produce written communication.

Ability to follow oral and written instructions.

Good telephone manners and techniques.

Ability to use and understand written material.

Ability to work with minimal direction and exercise sound judgment.

Ability to perform basic math calculations.

Strong analytical, oral, and written communication skills.

Proficiency with related computer applications, spreadsheets, word processing, and database applications.

Must be an undergraduate student entering their junior or senior year, prior to the commencement of the internship.

Must be bondable.

Reporting Relationship

Reports to Department Leaders as assigned.

Supervisory Responsibilities

This position is not responsible for the supervision of others.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID