Private Wealth Summer Intern

AllianceBernstein LP•Los Angeles, CA

1d•Onsite

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 Financial Advisors, support the growth of our Private Wealth Management Platform. Interns will play a key role working with Financial 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.

Requirements

Bachelor’s degree candidates graduating between December 2027 and June 2028
Cumulative GPA of 3.0 or better
Strong leadership experience
Strong analytical and communication skills (both written and verbal)
Ability to build relationships
Accomplished team players who thrive in a rigorous and challenging environment
Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
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

Proficiency in Word and Excel are preferred
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 Financial 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