Wealth Fiduciary Summer Internship 2027

Program Overview

During an 11‑week rotational internship with Johnson Financial Group’s Wealth Fiduciary team, you will work closely with experienced professionals to gain hands‑on experience in fiduciary services that support clients, families, trusts, and estates. The program combines meaningful projects, day‑to‑day learning, and opportunities to contribute from day one, while also offering exposure to the history of JFG and its surrounding communities.

Responsibilities

• Gain exposure to how fiduciary professionals administer trusts, estates, and other fiduciary relationships while supporting clients and beneficiaries with care, accuracy, and professionalism.
• Assist with account reviews, documentation, client service support, research, reporting, and other projects that provide insight into fiduciary responsibilities, regulations, and relationship‑focused work.
• Connect with the Executive Team during orientation and continue building relationships with leaders throughout the summer.
• Participate in community volunteer events, such as the Hunger Task Force, and collaborative projects like the Light the Hoan Internship Challenge.
• Engage in additional networking, learning, and community‑focused experiences designed to make the summer meaningful and fun.

Qualifications

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

Diversity & Inclusion

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.