{"id":1946299,"url":"https://alion.io/job/crbt-wealth-management-intern","title":"Wealth Management Intern","company":{"id":2376491,"name":"Cedar Rapids Bank and Trust","domain":"crbt.bank","url":"https://alion.io/company/crbt","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Paylocity","truth_index":null},"role":"Early Careers","role_family":"Early Careers","seniority":"intern","employment_type":"internship","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Cedar Rapids, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":40000,"max_usd":67000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":285},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-25T22:40:30Z","employer_posted_date":"2026-10-06","last_verified_at":"2026-10-12T23:02:26Z","board_verified":true,"closed_at":null,"days_open":17,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":17},"description":"Description\nTITLE: Wealth Management Intern\nDEPARTMENT: Wealth Management & Investments\nPAY GRADE & FLSA: Grade 3 & Non-exempt\nJOB SUMMARY:\nResponsibilities focus on financial planning, relationship management and trust administration, and will also include exposure to investment research and portfolio construction. Work with trust and investment officers to learn basics of trust administration and compliance. Collaborate with other interns on a group project.\nQUALIFICATIONS:\nGood Written and oral communication skills \nComputer skills (Excel and/or Access) \nSelf-motivated and a team player \nAbility to work independently \nInvestment, economic and /or accounting classes completed \nLEARNING OBJECTIVES:\nIntroduction to trust administration \nUnderstanding of financial planning process and its components \nBasics of estate planning documents \nIntroduction to estate settlement \nDiscussions about the economy \nIntroduction to investing \nHow stocks and bonds work \nWhy people decide to invest \nOur rationale for providing custom portfolios to clients \nProcess versus Outcome \nThe difference between qualitative and quantitative factors \nBehavioral factors that can impact investing \nAssist with research and how it contributes to portfolio construction \nThe role taxes play in making investment decisions \nCOMPANY DESCRIPTION:\nAt Cedar Rapids Bank & Trust, we've developed a powerful corporate culture, one that's evident in every facet of our organization. We offer a place where:\nPeople matter.?CRBT provides a challenging and rewarding atmosphere?by developing talent and encouraging personal and professional growth. We are committed to fostering and preserving a culture of diversity, equity and inclusion and acknowledge that our success in cultivating a culture of inclusion can only further contribute to the overall success and service we provide. \nNew ideas are encouraged and supported.? Employees are encouraged to bring new ideas and diversity of thought. We have a saying around the bank - “Be careful what you ask for.” If they have an idea or suggestion, we are always open to exploring it and often ask that employee to be involved or lead the efforts to implementation. Regardless of title, location, or individual role, our employees’ voices are heard, appreciated, and make a direct impact on our organization and how we serve our clients. \nPerformance is rewarded.?Striving to be exceptional in everything we do, each employee and team plays an essential role in our future. To reward employees, shareholders, and clients, as well as strengthen and serve our communities, our employee goals are linked directly to the company’s strategic plan. At CRBT, we work hard, but we play hard, too! \nLeadership is accessible.?Our leaders have a genuine interest in getting to know our employees and make a concentrated effort to be accessible and available. \nFUN EXTRAS:\nFun Committee, Wellness Committee, Gym Membership Discount, Birthday Off, Peer Advisor/Mentor Program, Volunteer Opportunities, Community Events, And More! \nWORKING CONDITIONS:\nDuties are performed in a professional office environment.\nAt Cedar Rapids Bank & Trust we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it's our differences - of all kinds - that make our company and our communities better and stronger.\nCedar Rapids Bank & Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.\nIt is the policy of Cedar Rapids Bank & Trust to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.","description_format":"text","description_chars":4023,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Gym membership"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Adventure Tourism"],"lifecycle":[{"event":"open","at":"2026-10-06T07:08:48Z"}],"visa":[],"liveness":{"score":73,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.811,"p_room":0.9,"age_days":17,"expected_fill_days":27,"reasons":["conf:6","win:mid","comp:junior"],"computed_at":"2026-10-13T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/crbt-wealth-management-intern","json_url":"https://alion.io/job/crbt-wealth-management-intern.json","meta":{"generated_at":"2026-10-13T22:16:31Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":33985,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2376491},"rest":"https://alion.io/mcp/rest/get_company?id=2376491"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcrbt-wealth-management-intern"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcrbt-wealth-management-intern"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcrbt-wealth-management-intern"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/crbt-wealth-management-intern\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcrbt-wealth-management-intern"}]}