About Us

Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America’s Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak, we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream.

The Live Oak Private Wealth team is seeking an intern for the 10-week Summer 2025 Internship Program at Live Oak Bank.

What You’ll Do at Live Oak

Assist the Wealth Advisors (WA) as well as Client Relationship Managers (CRM) with planning and advisory activities for clients . This consists of creating client and prospect presentation materials , running periodic reports of performance and allocations, researching earnings and analyst reports .

How You’ll Do It

Help facilitate account requests, calendar management, preparing for meetings and preparation of review material. Preparation of materials for potential new business opportunities.

P repare client correspondence and customized professional client presentation materials to support business development and marketing efforts. May assist with investment/wealth planning such as spreadsheet preparation and analysis.

Assist the Chief Investments Officers to prepare the mid-year investment newsletter.

Learning Objectives:

Learn what goes into Full Balance Sheet Financial Plan

Understand how investment portfolios are created based on Goals Based Financial Plan.

Present Financial Plan findings and recommendations to Relationship Management Team.

Required and Preferred Experience

2 years of education in Wealth Management, Finance , or Business Administration

Strong i nterest in the Wealth Management industry

Proficient in Microsoft Excel , PowerPoint .

Fulltime degree seeking student

To Thrive at Live Oak

Gravitate to Growth – Shows adaptability and support for changes to improve organizational effectiveness.
Communicate and Collaborate – Communicates clearly and thoughtfully, demonstrating empathy in teamwork.
Eye of the Tiger – Gets positive results by taking personal responsibility for actions and team outcomes.
Know Your Business – Curates and maintains a depth of knowledge and skill to perform one’s job effectively.
Customer at the Center – Provides customers with a personalized experience to achieve exceptional outcomes.

For a detailed overview of our employee benefits please visit: https://www.liveoakbank.com/corporate-social-responsibility/live-oak-bank-employees/

Live Oak Bank is an Affirmative Action and Equal Opportunity Employer, Minorities/Women/Veterans/Disabled. We consider applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran status or disability. Equal access to programs, service and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources at careers@liveoak.bank

EEO is the Law

Commitment to Diversity
Live Oak Bank is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience, and unique perspectives. This commitment is embodied in company policy and the way we do business at Live Oak Bank and is an important principle of sound business management.

The base pay range for this position is $19.23 - $31.25 per hour. Compensation may also include annual bonuses and long-term incentives, subject to various metrics and company policy. A candidate’s salary is determined by several factors including travel, relevant work experience or skills and expertise.

Please note that we provide at least the minimum requirement of paid sick leave to our employees who reside in states that require employer-paid sick leave, including but not limited to Arizona, California, Colorado, District of Columbia, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, Oregon, Rhode Island, Vermont, and Washington.

Summer 2025 Intern- Wealth Management

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