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About the Role
Five Star Bank’s Summer Associate Program is designed to develop the next generation of financial services professionals. As a Wealth Management Summer Associate, you’ll support our Courier Capital team by assisting with investment research, financial planning, and client service, gaining exposure to fiduciary responsibilities, investment advisory, and estate planning processes.
Responsibilities
- Assist with conducting investment research and analysis to support portfolio management.
- Support the preparation of financial plans, client reports, and presentation materials.
- Help coordinate client meetings and respond to routine client service requests.
- Assist in reviewing estate planning documents and trust administration activities.
- Participate in compliance and regulatory documentation as required.
- Collaborate with team members to streamline administrative and operational processes.
Requirements
- Currently pursuing a degree in Finance, Economics, or a related field, with junior-level standing or higher preferred.
- Available to work a hybrid work model, 40 hours per week for the duration of the program starting in June.
- Occasional travel within corporate footprint (Buffalo and Rochester) will also be required.
- At least 1 year in one or more club(s), volunteerism efforts, or other activities outside of the classroom.
- Strong analytical and problem-solving skills.
- Excellent communication and collaboration abilities.
- Self-starter with a collaborative mindset and attention to detail.
- Curiosity, initiative, and a desire to learn in a fast-paced environment.
- Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal customers, associates, and stakeholders.
- Incorporate the high-performance behaviors of teamwork, leading by example and serve in every facet of work.
Skills
- Proficiency in Microsoft Excel
- Financial modeling
- Interest in wealth management
- Interest in financial planning
- Interest in investment advisory services
Location
- Buffalo
- Rochester
Work Type
- Hybrid
- Full-time
Experience Level
- Junior-level standing or higher preferred
Education Level
- Degree in Finance
- Degree in Economics
- Degree in a related field
Benefits
- Competitive benefits package
About the Company
- Five Star Bank is an independent, high-performing community bank.