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Wealth Management & Retirement Services Experience with U.S. Bank

July 29, 2021 @ 1:00 pm - 4:00 pm

Get career learning experience this summer! All majors are invited to participate in this case study simulation to learn, explore, and experience what it’s like to work in a professional field.

Retirement planning is an important area of wealth management. Shrewd financial professionals know that retirement planning is most impactful when started in young adulthood. In this case study, you’ll work with a team of students and a professional mentor from US Bank’s wealth management team to use finance and communication strategies to consider how to promote retirement investment with young adult audiences. You’ll gain first-hand experience in financial and marketing management while working alongside professionals in this case study.

Participants will:

  • Explore the wealth management and investment services practice at a large, global organization.
  • Learn how to articulate why retirement investment is important, particularly for young adults, and discover industry methods for approaching this practice.
  • Collaborate in teams with a U.S. Bank leader to recommend investment solutions and share your output.
  • Identify how U.S. Bank helps clients prepare for their futures and build wealth.

This case study experience will appeal to students interested in finance, marketing, sales, communications, and business administration. Each of these fields is relevant to this activity. Additionally, any student who wants practical experience using strategic thinking and communication skills or would like experience working in a collaborative setting and receiving feedback will find this opportunity useful.

*This virtual case study experience is sponsored by SuccessWorks at the College of Letters & Science


Register on Handshake


If you need an accommodation to attend this event, please contact Sarah Hallas at 608-265-0545, sarah.hallas@wisc.edu. All accommodation requests should be made no less than two weeks before the event. We will attempt to fulfill requests made after this date, but cannot guarantee they will be met.