Private Wealth Summer Intern

About the role

Private Wealth Summer Interns support Financial Advisors serving high-net-worth and ultra-high-net-worth clients. The internship provides experience in portfolio analysis, client service, capital markets positioning, and wealth planning, alongside mentorship, coaching, networking, and professional development opportunities in Bernstein’s Private Wealth Management business.

Responsibilities

• Support Financial Advisors with portfolio analysis and account creation and maintenance.
• Prepare materials for client and prospective-client meetings.
• Assist with asset allocation, capital markets positioning, portfolio analytics, and wealth planning activities.
• Complete ad hoc business projects while supporting private wealth management teams.

Program Experience

• Receive client service excellence, partnership, and communication training.
• Participate in career management, mentorship, and one-on-one coaching.
• Take part in networking opportunities and social outings.
• Successful interns may have an opportunity to join as full-time Private Wealth Associates after graduation.

Application Process

• Submit a HireVue video as part of the application process.
• Selected candidates must successfully complete a thorough background check.