Private Wealth Summer Intern

AllianceBernsteinNew York, NY
Onsite

About The Position

Bernstein Private Wealth Management is seeking client service-minded individuals for its Summer Intern program. These individuals should exhibit drive, ambition, and exceptional communication and relationship-building skills. Interns will collaborate with Financial Advisors to support the growth of the Private Wealth Management Platform. They will play a key role in providing 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.
  • Proficiency in Word and Excel
  • Must be a U.S. Citizen or Permanent Resident
  • Available to work full-time from June to August
  • Must not simultaneously take academic classes or hold other employment that will conflict with the internship schedule
  • Must successfully complete a thorough background check
  • Required to submit a HireVue video as part of the application process.

Nice To Haves

  • Relevant internship experience
  • Some coursework in finance and economics
  • Security Industry Essentials (SIE) certification

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.
  • Focus on client service excellence, partnership and communication training to provide an exceptional client experience.
  • Participate in career management, mentorship and one-on-one coaching.
  • Engage in networking opportunities and social outings.

Benefits

  • Competitive compensation
  • Health insurance coverage
  • Employee wellness program
  • Life and disability insurance
  • Retirement savings plan
  • Paid holidays
  • Sick and vacation time off
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