Private Wealth Management Internship - Summer 2027

William Blair • Chicago, IL

2d

About The Position

William Blair’s Private Wealth Management team partners with high-net-worth individuals and families, business owners, endowments, and foundations to deliver sophisticated investment advice and comprehensive wealth management solutions. Our advisors leverage the firm’s global resources, including industry-leading equity research, wealth planning, and consulting services—to help clients achieve their financial objectives, preserve their legacies, and make a meaningful impact in their communities. William Blair’s culture is defined by long-term relationships and stability, reflected in an average advisor tenure of 15 years at the firm and 24 years in the industry. As of June 30, 2025, Private Wealth Management oversees $78.5 billion in client assets, with offices in Chicago, Atlanta, Baltimore, Beverly Hills, Boston, Denver, New York, Philadelphia, and San Francisco.

The Private Wealth Management Internship offers a comprehensive, hands-on introduction to advising high-net-worth clients. Interns gain exposure to the full spectrum of wealth management, including financial planning, portfolio construction, investment research, and client relationship management. This immersive experience is designed to develop both technical and interpersonal skills in a collaborative, team-oriented environment.

Requirements

• Currently pursuing a bachelor’s degree with an expected graduation date between December 2027 and June 2029
• Minimum cumulative GPA of 3.5 or higher
• Strong analytical, organizational, and problem-solving abilities
• Proficiency in Microsoft Office, particularly Excel and PowerPoint
• Excellent communication, interpersonal, and presentation skills
• Ability to manage multiple priorities in a fast-paced, team-oriented environment
• Demonstrated interest in Private Wealth Management and financial markets
• High level of professionalism, initiative, and intellectual curiosity

Nice To Haves

• Successful candidates bring a combination of academic excellence, genuine interest in financial markets, and a desire to build long-term client relationships.
• We value individuals who are collaborative, adaptable, and eager to contribute in a dynamic and client-focused environment.

Responsibilities

• Preparing client presentations and financial analyses
• Conducting research on financial markets, investment strategies, and economic trends
• Supporting portfolio reviews, performance analysis, and account-related initiatives
• Assisting with CRM updates, data management, and reporting processes
• Observing client meetings and internal strategy discussions, where appropriate
• Participating in team projects and firm-wide intern programming

Benefits

• medical, dental and vision coverage
• employer paid short & long-term disability and life insurance
• 401(k)
• profit sharing
• paid time off
• Maven family & fertility benefit
• parental leave (including adoption, surrogacy, and foster placement)
• other voluntary benefits

What This Job Offers

• Career Level: Intern