Summer 2027 Internship Program

Brookfield, WI (On-Site) - Application window October 2nd - October 23rd

Kickstart Your Career In The Dynamic World Of Finance And Wealth Management!
Our internship program is designed to give emerging professionals meaningful exposure to real client work, hands-on learning, and the chance to build confidence in a fast-moving, team-driven environment. It’s built to help you stretch, learn, and discover what you’re capable of. Throughout the summer, you’ll strengthen your technical skills, deepen your understanding of wealth management, and contribute to work that matters. We expect you to bring a genuine curiosity, not be afraid to ask questions, collaborate with experienced professionals. 

Intern Group Project | Hands-on, collaborative experience designed to provide you with a tangible professional deliverable. Working together as a team, you'll apply the skills you're learning while creating a valuable asset for Annex. This project is a chance to make a real impact on our company and showcase your abilities. 

Intern Outings | As part of your internship at Annex, you can look forward to a number of social outings throughout the summer. These events are a great opportunity to get to know your fellow interns, connect with our employees, and experience the culture of Annex outside of the office.  

Department Shadowing | The goal of Department Shadowing is to provide you with a comprehensive understanding of how each department operates within Annex and expose you to different functions and roles within the department. It is also an opportunity for you to gain insight into the industry and network with experienced professionals, which can help you in your future career endeavors. This will be a 1/2 day in each department, including compliance and retirement services, with all the interns. 

 

Rotations | You will also have rotations through Business Development (Alpha, and Wealth Advisors) and Investments (Trading and Research). 

 

Leadership Lunches | Many Thursdays, you and all the interns get to share lunch with an Annex leader and dive into the world of leadership, career development, and industry trends. Come prepared with questions - these leaders are ready to share their personal journeys, offer invaluable career advice, and spark insightful discussions. This is your chance to sharpen your networking skills and gain a unique perspective of the industry. 

 

Annex Podcast | The ‘Intern Survival Guide’ podcast is your platform, your voice, & your vision. We'll provide guidance, resources, and a structured format, but the content, production, promotion, and creative spark - that's all you! As a team, you'll brainstorm topics, interview Annex's staff, and explore what matters to future finance leaders like yourselves. It can be about your journey too, not just finance content. While this will require dedication, time and effort, the skills you hone and the unique content you create will be powerful resume boosters and conversation starters in future interviews. 

 

Presentation | The capstone presentation is a culmination of your experience and learnings during your internship. It will be presented at a Monday Morning Meeting at the end of your internship program. This provides you with an opportunity to share your accomplishments and reflect on what you have learned.