{"id":4333915,"url":"https://alion.io/job/five-star-bank-summer-associate-wealth-management","title":"Summer Associate - Wealth Management","company":{"id":2889357,"name":"Five Star Bank","domain":"five-starbank.com","url":"https://alion.io/company/five-starbank","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"ADP","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"contractor","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Buffalo, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":18,"max":18,"currency":"USD","period":"hour","gross":null,"usd_annual":36000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-09-21T20:24:00Z","employer_posted_date":"2026-09-21","last_verified_at":"2026-11-15T10:05:11Z","board_verified":true,"closed_at":null,"days_open":54,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":54},"description":"Purpose: Five Star Bank’s Summer Associate Program is designed to develop the next generation of financial services professionals to help us advance our vision of being an independent, high-performing community bank. As a Wealth Management Summer Associate, you’ll support our Courier Capital team by assisting with investment research, financial planning, and client service. This internship provides a valuable opportunity to gain exposure to fiduciary responsibilities, investment advisory, and estate planning processes within a growing community bank environment.\nResponsibilities:\nAssist with conducting investment research and analysis to support portfolio management\nSupport the preparation of financial plans, client reports, and presentation materials\nHelp coordinate client meetings and respond to routine client service requests\nAssist in reviewing estate planning documents and trust administration activities\nParticipate in compliance and regulatory documentation as required\nCollaborate with team members to streamline administrative and operational processes\nWhat We’re Looking For: \nCurrently pursuing a degree in Finance, Economics, or a related field, with junior-level standing or higher preferred.\nCandidates must be available to work a hybrid work model, 40 hours per week for the duration of the program starting in June.\nOccasional travel within corporate footprint (Buffalo and Rochester) will also be required. \nAt least 1 year in one or more club(s), volunteerism efforts, or other activities outside of the classroom\nStrong analytical and problem-solving skills.\nExcellent communication and collaboration abilities.\nProficiency in Microsoft Excel and financial modeling is a plus\nInterest in wealth management, financial planning, and investment advisory services\nSelf-starter with a collaborative mindset and attention to detail\nCuriosity, initiative, and a desire to learn in a fast-paced environment.\nDemonstrate 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.\n\nWhat You’ll Gain\nAs a Wealth Management Intern at Five Star Bank, you’ll gain hands-on experience supporting financial planning, investment research, and client service activities. The program offers exposure to senior leadership and valuable mentorship opportunities, helping you build connections and insights that extend beyond the summer. Most importantly, you’ll work alongside seasoned professionals and have the chance to contribute to impactful work that makes a difference for our clients and our community.\nThis job description is not exhaustive. The Summer Associate may be required to perform other duties as assigned. The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.","description_format":"text","description_chars":3301,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Equity","Hybrid work"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Services"],"lifecycle":[{"event":"open","at":"2026-11-15T10:05:11Z"}],"visa":[],"liveness":{"score":15,"band":"cold","label":"Long shot","p_open":1,"p_active":0.548,"p_room":0.28,"age_days":54,"expected_fill_days":23,"reasons":["conf:9","win:tail","crowd:junior"],"computed_at":"2026-11-15T20:04:16Z"},"pay":{"stated_usd_annual":36000,"is_top_pay":false},"html_url":"https://alion.io/job/five-star-bank-summer-associate-wealth-management","json_url":"https://alion.io/job/five-star-bank-summer-associate-wealth-management.json","meta":{"generated_at":"2026-11-15T20:04:16Z","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":14167,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"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":2889357},"rest":"https://alion.io/mcp/rest/get_company?id=2889357"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffive-star-bank-summer-associate-wealth-management"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"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%2Ffive-star-bank-summer-associate-wealth-management"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"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%2Ffive-star-bank-summer-associate-wealth-management"},{"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/five-star-bank-summer-associate-wealth-management\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffive-star-bank-summer-associate-wealth-management"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4333915}},{"tool":"search_jobs","arguments":{"company":"five-starbank.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4333915},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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