Private Wealth Summer Intern

About the role

Bernstein Private Wealth Management seeks summer interns to support Financial Advisors serving high-net-worth and ultra-high-net-worth clients. Interns gain experience in portfolio analysis, account administration, client meeting preparation, asset allocation, capital markets positioning, and wealth planning while receiving mentorship, coaching, and professional development opportunities.

Responsibilities

• Support Financial Advisors with portfolio analysis, account creation and maintenance, and client meeting preparation.
• Assist with asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning.
• Complete ad hoc business projects while supporting the growth of the Private Wealth Management platform.

Program And Training

• Participate in a comprehensive summer internship program focused on client service excellence, partnership, and communication.
• Receive career management support, mentorship, and one-on-one coaching for professional development.
• Take part in networking opportunities and social outings.
• Successful interns may have an opportunity to continue as full-time Private Wealth Associates after graduation.

Requirements

• Pursue a bachelor's degree and graduate between December 2027 and June 2028.
• Maintain a cumulative GPA of 3.0 or better and demonstrate strong leadership experience.
• Demonstrate strong analytical, written, verbal communication, relationship-building, teamwork, and multitasking skills.
• Be client-focused, detail-oriented, and able to work under pressure in a fast-paced environment.
• Be a U.S. citizen or permanent resident and available to work full-time from June through August.
• Do not take conflicting academic classes or hold other employment during the internship; complete a background check.

Preferred Qualifications

• Relevant internship experience is preferred.
• Coursework in finance and economics is preferred.
• Proficiency in Microsoft Word and Excel is preferred.
• Security Industry Essentials certification is considered a valuable asset.

Application Information

• A HireVue video submission is required as part of the application process.