INTERNSHIP DETAILS

Wealth Fiduciary Summer Internship 2027

CompanyJohnson Financial Group
LocationMilwaukee
Work ModeOn Site
PostedSeptember 11, 2026
Internship Information
Core Responsibilities
The intern will support the Wealth Fiduciary team by assisting with account reviews, documentation, and client service tasks. They will also participate in collaborative projects and gain exposure to the administration of trusts and estates.
Internship Type
unavailable
Company Size
23
Visa Sponsorship
No
Language
English
Working Hours
40 hours
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About The Company
Johnson Financial Group specializes in funding estate, business succession, executive compensation, retirement, and employee benefit plans with insurance products and qualified retirement plan investments for select individuals and closely held businesses. Since 1974, we have been combining our extensive knowledge in these sophisticated planning areas with our objectivity in offering access to multiple insurance products and retirement plan money managers. We feel our attention to detail, coupled with our absence of bias to any particular insurance company, product, or retirement plan money manager distinguishes us from our peers.
About the Role
Overview

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

 

At Johnson Financial Group, our internship experience is designed to help you build a strong foundation for your future. You’ll be challenged to grow, supported by experienced professionals, and encouraged to contribute in ways that make an impact from day one.

 

Johnson Financial Group is Wisconsin’s largest privately held, family-owned financial services institution, headquartered in Racine with locations across the state. Guided by our values of compassion, consistency, customer focus, and community, we are committed to helping our associates, clients, and communities thrive.

 

During our 11-week rotational internship, you’ll work closely with our Wealth Fiduciary team to gain hands-on experience and exposure to the important role fiduciary services play in supporting clients, families, trusts, and estates. Through meaningful projects, day-to-day learning, and opportunities to work alongside experienced professionals, you’ll develop foundational knowledge that will prepare you for entry-level opportunities in wealth management.

 

Our goal is to provide you with an immersive learning experience that deepens your understanding of financial services while helping you discover how your interests and strengths may align within Wealth Fiduciary services.

 

You’ll gain experience in the areas of:

  • WEALTH FIDUCIARY: Gain exposure to how fiduciary professionals administer trusts, estates, and other fiduciary relationships while supporting clients and beneficiaries with care, accuracy, and professionalism. You may assist with account reviews, documentation, client service support, research, reporting, and other projects that provide insight into the responsibilities, regulations, and relationship-focused work within Wealth Fiduciary services.

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

 

Beyond your day-to-day Wealth Fiduciary experience, you’ll have opportunities to connect, give back, and be part of memorable moments throughout the summer, including:

  • Connecting with our Executive Team during orientation and continuing to build relationships with leaders throughout the summer.
  • Giving back alongside fellow interns and associates through a community volunteer event at the Hunger Task Force.
  • Taking part in the Light the Hoan Internship Challenge, a collaborative project that brings interns together and highlights the true power of teamwork.
  • Enjoying additional networking, learning, and community-focused experiences designed to make your summer meaningful and fun.

Experience what it’s like to work for an organization that helps you build a foundation for your future success.

 

Qualifications for Internship:

  • Actively seeking a degree in Pre-law, Legal Studies, Finance, Accounting, Investments, Business, or related field
  • Junior standing
  • Interest in wealth management, fiduciary services, trust administration, estate planning, or client service

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, please visit the Diversity section of our career website.

Key Skills
Trust AdministrationEstate PlanningFinancial AnalysisClient ServiceResearchDocumentationReportingWealth ManagementFiduciary ServicesRegulatory ComplianceTeamworkCommunication
Categories
Finance & AccountingLegalManagement & Leadership