Summer Associate - Wealth Management

About the role

Five Star Bank’s Summer Associate Program is designed to develop the next generation of financial services professionals to help us advance our vision of being an independent, high-performing community bank. As a Wealth Management Summer Associate, you’ll support our Courier Capital team by assisting with investment research, financial planning, and client service. This internship provides a valuable opportunity to gain exposure to fiduciary responsibilities, investment advisory, and estate planning processes within a growing community bank environment.

Responsibilities

• Assist with conducting investment research and analysis to support portfolio management
• Support the preparation of financial plans, client reports, and presentation materials
• Help coordinate client meetings and respond to routine client service requests
• Assist in reviewing estate planning documents and trust administration activities
• Participate in compliance and regulatory documentation as required
• Collaborate with team members to streamline administrative and operational processes

Qualifications

• Currently pursuing a degree in Finance, Economics, or a related field, with junior-level standing or higher preferred.
• Candidates must be available to work a hybrid work model, 40 hours per week for the duration of the program starting in June.
• Occasional travel within corporate footprint (Buffalo and Rochester) will also be required.
• At least 1 year in one or more club(s), volunteerism efforts, or other activities outside of the classroom
• Strong analytical and problem-solving skills.
• Excellent communication and collaboration abilities.
• Proficiency in Microsoft Excel and financial modeling is a plus
• Interest in wealth management, financial planning, and investment advisory services
• Self-starter with a collaborative mindset and attention to detail
• Curiosity, initiative, and a desire to learn in a fast-paced environment.
• Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal customers, associates, and stakeholders.
• Incorporate the high-performance behaviors of teamwork, leading by example and serve in every facet of work.

Benefits

In addition to a base rate of pay, the program offers a competitive benefits package and successful candidates may be eligible to receive cash or equity-based incentives based on role and performance.