Private Wealth Management Intern (Summer 2027)

About the role

Stephens Intern Program is specifically designed to provide you with an in-depth view of what it is like to be a Financial Consultant. During the program, you are fully immersed in our culture and with our experienced Private Wealth Management support team that is dedicated to business development and the growth of the department, as well as working one-on-one with other Financial Consultants.

Responsibilities

• Analyze data and develop solutions within Stephens’ platforms
• Assist the Products & Services Team using research and analytical tools to create spreadsheets, reports, and presentations
• Support the Wealth Planning & Strategy Team with retirement, estate, and insurance planning
• Gain experience with investment vehicles, regulatory oversight, investor education, and compliance standards
• Learn the fundamentals of client relationship development, effective communication, and customized wealth management strategies
• Pass FINRA SIE

Requirements

• College Junior or Senior in Business, Finance, Accounting, or related field preferred
• Graduate students in Business, Finance, Accounting, or related field are welcome to apply

Skills

• A strong academic record
• Microsoft Excel proficiency
• A collaborative work ethic
• Basic understanding of financial markets and investment solutions