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. Summer Interns are client service-minded individuals who exhibit drive, ambition, and exceptional communication and relationship-building skills. In collaboration with Financial Advisors, interns support the growth of the Private Wealth Management Platform, playing a key role in asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. The internship offers competitive compensation and invaluable experience in the financial services industry, with successful interns having the opportunity to continue as full-time Private Wealth Associates upon graduation.

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 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, with 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 conflicts with the internship schedule.
• Selected candidates must successfully complete a thorough background check.

Qualifications

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

Pay

Base Salary Range: $77,500.00 to $77,500.00 annually. Actual base salaries may vary based on factors including education, training, experience, past performance, and other job-related factors. Base salary is one component of total compensation, which may include commissions, year-end incentive compensation, short- and long-term incentives, and department-specific awards depending on eligibility.

Benefits

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

Schedule

Full-time internship from June to August, based in New York, New York.