Wealth Management Intern

Why Broadway Bank:
We are one of the largest independently owned banks in
Texas with offerings in personal and private banking, wealth management,
business banking and mortgage lending.

Position Overview:
The Wealth
Management Intern will gain hands-on experience in wealth management and
financial planning within a professional banking environment. This structured
10-week internship offers exposure to investment strategies, portfolio
management, and client relationship management while applying academic
knowledge to real-world financial advisory scenarios. This role will contribute
to meaningful projects, collaborate with cross-functional teams, and develop a
foundational understanding of private banking and wealth management services.

Essential Functions:

• Participate in job shadowing with
  experienced Wealth Advisors, Portfolio Managers, and Trust Officers to
  gain a comprehensive understanding of wealth management practices.
• Support client portfolio reviews by
  gathering relevant financial data and assisting in the preparation of
  reports and recommendations.
• Assist in conducting market research
  and analysis to help identify investment opportunities for client
  portfolios.
• Collaborate with team members on the
  preparation and delivery of client presentations and financial plans.
• Gain exposure to financial planning
  tools and software, including portfolio performance reporting and risk
  analysis.
• Support the administrative processing
  of account openings, maintenance requests, and transaction monitoring.
• Attend team meetings, training
  sessions, and client events to understand the client service experience
  within wealth management.
• Participate in special projects related
  to investment strategy, estate planning, and wealth transfer solutions.
• Assist in developing marketing
  materials and client communications as directed by Wealth Management
  leadership.
• Maintain strict confidentiality
  regarding client data and internal bank operations.
• This position may require travel within
  the Bank's geographic area.

Experience & Education:

• Must be entering the junior or senior year of an accredited undergraduate program.
• Currently enrolled in a degree program focused on business, finance, accounting, economics, or a related field.
• A cumulative GPA of 3.00 or higher is required.
• A professional letter of recommendation is preferred.

Skills &
Qualifications:

• Strong
  verbal and written communication skills for effective interaction with
  clients, team members, and leadership.
• Proficiency
  in Microsoft Excel, Word, and PowerPoint, with the ability to conduct
  financial data analysis and create reports.
• Basic
  understanding of investment principles, financial markets, and wealth
  management strategies.
• Strong
  analytical skills with a detail-oriented mindset and a focus on accuracy.
• Eagerness
  to learn and adapt to new systems, tools, and financial planning
  methodologies.
• Professional
  demeanor, with a commitment to maintaining the highest standards of client
  confidentiality and ethical behavior.
• Ability
  to work both independently and as part of a collaborative team.
• Strong
  interpersonal skills, including the ability to build and maintain
  professional relationships.

Other Requirements:

• Availability to commit to the full 10-week internship program.
• Willingness to adhere to Broadway Bank's core values and maintain the highest standards of professionalism and integrity.
• Requires the ability to lift, carry, push, or pull objects weighing up to 10 lbs. on a regular basis.
• Occasional overtime or extended hours may be required.

We're a culture that offers resources to benefit your
overall health and well-being:

• Career Development and Mentorship Programs
• Generous paid time off, minimum 4 weeks
• Employee recognition, awards, and events
• Free vision insurance
• Retirement matching
• Tuition reimbursement

This job description is not
designed to be a comprehensive listing of duties, responsibilities, or
activities that are required for this job. Duties, responsibilities, and
activities may change at any time with or without notice.

Broadway Bank
is proud to be an Equal Opportunity and Affirmative Action Employer. Broadway
Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring
policy. All qualified applicants will receive consideration
for employment without regard to race, color, ethnicity, religion, sex, sexual
orientation, gender identity, national origin, disability, protected veteran
status, genetic data or other legally protected status.

Member FDIC