Wealth Fiduciary Summer Internship 2027

Program Overview

Johnson Financial Group, Wisconsin’s largest privately‑held, family‑owned financial services institution, offers an 11‑week rotational internship with the Wealth Fiduciary team. Interns receive hands‑on experience in fiduciary services, supporting clients, families, trusts, and estates while working alongside experienced professionals. The program also includes opportunities to learn about JFG’s history, engage with the community, and connect with senior leaders.

Responsibilities and Learning Opportunities

• Gain exposure to the administration of trusts, estates, and other fiduciary relationships.
• Assist with account reviews, documentation, client‑service support, research, reporting, and related projects.
• Develop foundational knowledge of wealth management, fiduciary services, trust administration, estate planning, and client service.
• Connect with the Executive Team during orientation and throughout the summer.
• Participate in a community volunteer event with the Hunger Task Force.
• Take part in the Light the Hoan Internship Challenge, a collaborative teamwork project.
• Engage in additional networking, learning, and community‑focused experiences designed to make the summer meaningful and fun.

Qualifications

• Actively pursuing a degree in Pre‑law, Legal Studies, Finance, Accounting, Investments, Business, or a related field.
• Junior standing (or equivalent).
• Interest in wealth management, fiduciary services, trust administration, estate planning, or client service.
• Commitment to a culture of diversity, equity, and inclusion where everyone feels valued and heard.