Private Wealth Summer Intern

AllianceBernstein
Houston, Texas, United States
Intern, Full Time
On Site
Trainee
0+
Bachelor Degree
Finance & Accounting Financial Services Insurance

Posted 1 month ago

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Excellent 4.7

Job summary

The Private Wealth Summer Intern supports Financial Advisors in client service, portfolio analysis, and wealth planning for high-net-worth clients. The internship offers experience in asset allocation, capital markets, and relationship management, focusing on client service excellence and professional development.

Responsibilities

Interns will partner with Financial Advisors to provide support in portfolio analysis, account maintenance, and client meeting preparation. They will also assist in asset allocation recommendations, capital markets positioning, and wealth planning for high-net-worth clients.

Qualifications

analytical client service communication economics Excel finance relationship building teamwork Word

Candidates must be pursuing a bachelor's degree with a graduation date between December 2027 and June 2028 and maintain a minimum 3.0 GPA. Applicants must be U.S. citizens or permanent residents with strong analytical, communication, and teamwork skills.

English

Benefits

  • Competitive compensation
  • Mentorship
  • Coaching
  • Networking opportunities

Company

AllianceBernstein

AllianceBernstein

linkedin
Financial Services
Location
Houston, Texas, United States

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Excellent 4.7
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