Wealth Management Intern

GreenState Credit Union

Wealth Management Intern

US-IA-North Liberty

Job ID : Type : Seasonal

# of Openings : 1

Category : GreenState Trust

GreenState Credit Union

Overview

GREENSTATE INTERNSHIPS :

GreenState Credit Union's internship opportunity will immerse you into GreenState's fun and fast paced environment! As a valuable member of our team, you will provide direct support to your assigned team by owning the outcome for a variety of projects. We want your internship to be educational, meaningful, and exciting! As an intern, you will gain a better understanding of the roles in your department and be well prepared for work in the financial industry in the future. You will also have opportunities to work with GreenState members, other departments, and staff.

The Wealth Management Intern will focus on several areas during the internship program including : Attending meetings, supporting Financial Advisors, Trust Officers, and Administrative Associates, maintaining the call calendar, communicating with members and clients, reviewing accounts, and assisting with various projects including Guided Wealth Portfolio, Financial Planning, Grow Our Own, and Marketing.

This is a paid, on-site internship lasting 12 weeks, with an hourly wage of $15hr. The program runs from May 19th through August 7th.

We will start outreach to internship candidates in January 2026.

GREENSTATE CULTURE :

At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.

Responsibilities

ESSENTIAL DUTIES AND RESPONSIBILITIES :

Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.

• Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
• Demonstrates a positive member service (internal and external) focus at all times.
• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
• Ensures confidentiality of member information.
• Supports a diverse and inclusive work environment.
• Assists with planning, coordination and execution of department events as directed by the appropriate staff member.
• Provides a variety of administrative and clerical support regarding respective departmental and organizational projects and tasks.
• Interacts with both internal and external GreenState parties including, but not limited to, fellow employees, department leaders, members, and vendors in the pursuit of departmental and organizational objectives.
• Plays a vital role in enriching the community by participating in community service organizations and / or Credit Union sponsored events on an annual basis.
• Performs any other duties as may be required to meet Credit Union objectives.
• This job description does not list all the job duties. Intern may be asked to perform other duties by the staff or supervisor. Intern will be evaluated on performance of the projects listed as well as interaction with employees and clients. Work hours and project specifics will be negotiated with each candidate.

Qualifications

Reporting Relationship

Reports to Department Leaders as assigned.

Supervisory Responsibilities

This position is not responsible for the supervision of others.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO / AA Employer. We strongly encourage all individuals to apply for openings with the credit union.

Compensation details : 15-15 Hourly Wage

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