Summer 2027 Intern: Wealth Management
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What you'll do
- Assist the Wealth Advisors (WA) as well as Client Relationship Managers (CRM) with planning and advisory activities for clients
- Create client and prospect presentation materials
- Run periodic reports of performance and allocations
- Research earnings and analyst reports
- Help facilitate account requests, calendar management, preparing for meetings and preparation of review material
- Preparation of materials for potential new business opportunities
- Prepare client correspondence and customized professional client presentation materials to support business development and marketing efforts
- Assist with investment/wealth planning such as spreadsheet preparation and analysis
- Assist the Chief Investments Officers to prepare the mid-year investment newsletter
- Learn what goes into Full Balance Sheet Financial Plan
- Understand how investment portfolios are created based on Goals Based Financial Plan
- Present Financial Plan findings and recommendations to Relationship Management Team
What they're looking for
- Currently pursuing a degree with 2 years of educational experience in Wealth Management, Finance, Business Administration or related field
- Strong interest in the Wealth Management industry
- Proficient in Microsoft Excel, PowerPoint
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
About Us
Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America’s Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak, we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream.
Ready to make an impact? We're looking for an onsite intern to join our team for the 10-week Summer Internship program (May 17 - July 23, 2027) at our headquarters in Wilmington, NC. Applications are due by 11:59 p.m. ET on Monday, September 28th.
What You’ll Do at Live Oak Private Wealth
Assist the Wealth Advisors (WA) as well as Client Relationship Managers (CRM) with planning and advisory activities for clients. This consists of creating client and prospect presentation materials, running periodic reports of performance and allocations, researching earnings and analyst reports.
How You’ll Do It
- Help facilitate account requests, calendar management, preparing for meetings and preparation of review material.
- Preparation of materials for potential new business opportunities.
- Prepare client correspondence and customized professional client presentation materials to support business development and marketing efforts.
- May assist with investment/wealth planning such as spreadsheet preparation and analysis.
- Assist the Chief Investments Officers to prepare the mid-year investment newsletter.
- Learn what goes into Full Balance Sheet Financial Plan.
- Understand how investment portfolios are created based on Goals Based Financial Plan.
- Present Financial Plan findings and recommendations to Relationship Management Team.
Preferred Experience
- Currently pursuing a degree with 2 years of educational experience in Wealth Management, Finance, Business Administration or related field
- Strong interest in the Wealth Management industry
- Proficient in Microsoft Excel, PowerPoint
#LI-DNI
Our Values
Dedication: Possess a deep commitment to Live Oak Bank’s mission and core values, exemplified through a strong work ethic, adaptability and pride in your work.
Ownership: Take initiative to deliver positive results by proactively and creatively solving problems, while maintaining a high degree of quality.
Respect: Treat everyone with courtesy, politeness, and kindness.
Innovation: Embrace fresh ideas and fearlessly contribute new solutions to emerging or existing problems.
Teamwork: Foster collaboration, accountability, and trust with others and understand that together, we do more
For a detailed overview of our employee benefits please visit: http://www.liveoakbank.com/careers/
Live Oak Bank is an Affirmative Action and Equal Opportunity Employer, Minorities/Women/Veterans/Disabled. We consider applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran status or disability. Equal access to programs, service and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources at HumanResources@liveoak.bank.
The base pay range for this position is $19.77 - $32.12 per hour. Compensation may also include annual bonuses and long-term incentives, subject to various metrics and company policy. A candidate’s salary is determined by several factors including travel, relevant work experience or skills and expertise.Please note that we provide at least the minimum requirement of paid sick leave to our employees who reside in states that require employer-paid sick leave, including but not limited to Arizona, California, Colorado, District of Columbia, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, Oregon, Rhode Island, Vermont, and Washington.
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