Private Wealth Summer Intern

About the role

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. This internship offers competitive compensation and invaluable experience in the financial services industry. Location: Philadelphia, Pennsylvania.

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.
• Participate in a focus on client service excellence, partnership and communication training to provide an exceptional client experience.
• Engage in career management, mentorship and one-on-one coaching to achieve professional success beyond the Internship program.
• Take part in networking opportunities and social outings.

Requirements

• Bachelor’s degree candidates graduating between December 2027 and June 2028.
• Cumulative GPA of 3.0 or better, as well as strong leadership experience.
• 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.
• 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 preferred.
• Must be a U.S. Citizen or Permanent Resident.
• Available to work full-time from June to August.
• Cannot simultaneously take academic classes or hold other employment that will conflict with the internship schedule.

Qualifications

• Relevant internship experience preferred.
• Some coursework in finance and economics preferred.
• Security Industry Essentials (SIE) certification is a valuable asset.

Skills

• Analytical thinking
• Written and verbal communication
• Relationship building
• Teamwork and collaboration
• Client focus
• Attention to detail
• Multi-tasking under pressure
• Proficiency in Microsoft Word and Excel

Benefits

• Competitive compensation
• Invaluable experience in the financial services industry
• Client service excellence, partnership and communication training
• Career management, mentorship and one-on-one coaching
• Networking opportunities and social outings
• Successful interns could have the opportunity to continue their career as a full-time Private Wealth Associate upon graduation

Schedule

• Full-time, June through August
• No concurrent academic classes or other employment permitted