Private Wealth Summer Intern
About The Position
Bernstein Private Wealth Management is a premier investment management firm advising high net worth and ultra-high net worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Summer Interns are client service-minded individuals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Wealth Advisors, support the growth of our Private Wealth Management Platform. Interns will play a key role working with Wealth Advisors and their teams to provide support in all aspects of the business, including asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. Private Wealth Summer Interns will participate in a robust and comprehensive internship program. This internship offers competitive compensation and invaluable experience in the financial services industry. Components of the Private Wealth Summer Internship Program include: Partner with Wealth Advisors to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation. Complete ad-hoc business projects A focus on client service excellence, partnership and communication training to provide an exceptional client experience Career management, mentorship and one-on-one coaching to achieve professional success beyond the Internship program Networking opportunities and social outings Successful interns could have the opportunity to continue their career as a full-time Private Wealth Associate upon graduation. Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at www.Bernstein.com . To learn more Our Purpose and What We Stand for, visit us at www.bernstein.com/our-story/overview.html .
Requirements
- Bachelor’s degree candidates graduating between December 2026 and June 2027
- Those who demonstrate academic excellence with a cumulative GPA of 3.0 or better, as well as strong leadership experience.
- People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships.
- Accomplished team players who thrive in a rigorous and challenging environment.
- Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere.
- Proficiency in Word and Excel are preferred
- Must be a U.S. Citizen or Permanent Resident
- Candidate must be available to work full-time from June to August
- It is not permissible to simultaneously take academic classes or hold other employment that will conflict with the internship schedule
- Selected candidates will need to successfully complete a thorough background check
- You will be required to submit a HireVue video as part of the application process.
Nice To Haves
- Relevant internship experience is preferred
- Some coursework in finance and economics is preferred
- Having the Security Industry Essentials (SIE) certification is a valuable asset!
Responsibilities
- Partner with Wealth Advisors to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.
- Complete ad-hoc business projects
- A focus on client service excellence, partnership and communication training to provide an exceptional client experience
- Career management, mentorship and one-on-one coaching to achieve professional success beyond the Internship program
- Networking opportunities and social outings
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Number of Employees
1,001-5,000 employees
