Summer Rotational Internship

Ballentine Partners•Waltham, MA
•$30 - $30•Hybrid

About The Position

This position provides the intern with experience working in a premier fee-only wealth management firm delivering comprehensive, integrated, and objective advice to clients. Interns will rotate between the three client-facing groups within the organization: Financial Planning and Wealth Management, Investment Analysis and Management, and High Net Worth. Interns will undertake roles that mutually benefit the company and the student’s practical and academic learning.

Requirements

  • Has the ability to learn new concepts
  • Can work independently and in a team structure
  • Is intellectually curious about our industry
  • Can take initiative to be resourceful
  • Has excellent communication skills both verbal and written

Responsibilities

  • Interface with and support the wealth planning and investment teams.
  • Lead research and/or client-driven projects as assigned.
  • Provide analytics and problem-solving capabilities as required.

Benefits

  • Mentorship program
  • Exposure to firm employees
  • Networking opportunities
  • Development of technical and soft skills
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