Summer 2027 Intern Wealth Management
Job Location:
Wilmington, DE - USA
Hourly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
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 Americas 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 Were 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 Friday October 2nd.
What Youll 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 Youll 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 Banks 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: 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.
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 candidates 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.
Required Experience:
Intern
About Company
For a limited-time, earn $200 on Business Savings or Personal Savings. Learn how & explore Live Oak Bank's banking products.
