Private Wealth Summer Intern

About the role

Join Bernstein Private Wealth Management as a summer intern supporting Financial Advisors who serve high-net-worth and ultra-high-net-worth clients. You will gain experience in portfolio analysis, account maintenance, client meeting preparation, asset allocation, capital markets positioning, and wealth planning while developing client-service, communication, and relationship-building skills.

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 Development

• Receive client-service excellence, partnership, and communication training focused on delivering exceptional client experiences.
• Participate in career management, mentorship, one-on-one coaching, networking opportunities, and social outings.
• Successful interns may have the 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.
• Have 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, adaptable, 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.
• Complete a thorough background check and avoid conflicting academic classes or employment during the internship.

Application Process

• Submit a HireVue video as part of the application process.