Private Client Intern (Summer)
Private Client Intern
Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Southern a career destination.
More than 135 years of operating history;
- Born as a modest, door-to-door life insurance business and built to last forever
- Ranked 284 on Fortune 500
- Ranked No. 29 among Fortune 500 companies as a best company for career growth
- Award winning Talent Development Team
- Top 10 for Top Spouse Employer and Military Friendly Employer in 2023
- We consider Cincinnati the best place to live, work and celebrate life – that is why we are committed to doing good for our community
Our Culture
We are building our company to thrive and provide value to our customers, business partners and associates over the long term. To accomplish this, we look for professionals who embody our culture of integrity, top-notch performance, collaboration and teamwork. We are committed to hiring and developing associates who are driven to excel, have a strong work ethic and use astute, fact-based and ethical judgment in decision-making.
Western & Southern is looking for a dynamic, energetic intern who is eager to learn about our company by assisting our Fort Washington Private Client Group with various projects throughout the summer. You will be working closely with our team on business analysis, marketing, client service, business development, investment research, compliance and operations.
To be successful as an Intern, you should have a willingness to learn and contribute your opinions and ideas. You will be involved in upcoming projects and assist with current campaigns.
Internship Duration: Summer 2025
Intern Duties and Responsibilities:
- Investment due diligence and fund monitoring.
- Participate in various technology advancement projects.
- Perform retirement analysis using financial planning software.
- Partner with Portfolio Managers, Wealth Planners and Relationship Managers on various business related activities.
- Provides financial and/or data analysis of selected investment related, operational and/or marketing data sets.
Intern Requirements:
- Working toward a Bachelor’s Degree in Business, preferably in accounting, finance or economics. GPA of at least 3.2 out of 4.0; 3.5+ preferred.
- Rising Senior preferred.
- Demonstrated excellent verbal and written communication skills.
- Proficiency in Microsoft Office.
- Ability to multitask.
- Proven examples of motivation and proactive personal development.
Learn more about who we are by visiting: https://www.westernsouthern.com/careers/home-office-careers/student-internships
Western & Southern Financial Group is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.