2027 Summer Intern - Wealth Management

Equitable; Charlotte (NC); Hybrid; USD 28,000 - 33,000; Full time

Job summary

Equitable offers a Summer Intern role within the Wealth Management Advisor team, providing hands-on exposure to advisor and client experiences, market trends, and strategic initiatives. You’ll develop insights for decision making and create executive-ready deliverables for leadership review.

The internship features a hybrid schedule with three days in office, a nine-week program starting in early June 2027, and an hourly rate of $22.

Qualifications

• Currently enrolled in an undergraduate program (rising junior or senior preferred).
• Interest in Wealth Management, financial services, technology, and business strategy.
• Experience using Microsoft Office applications (Excel, PowerPoint, Word).
• Familiarity with AI tools such as Microsoft Copilot or ChatGPT.

Responsibilities

• Support Wealth Management initiatives focused on advisor effectiveness and client experience through research, analysis, and project work.
• Partner with teams across Digital, Sales, Marketing, Compliance, and Technology to support platform enhancements, reporting, and business priorities.
• Explore emerging AI and digital tools to improve productivity, decision making, and efficiency for financial professionals.
• Evaluate advisor and client facing programs to strengthen engagement and drive results.
• Develop executive ready presentations and recommendations that help inform decision making and showcase your contributions.

Skills

Curiosity & Continuous Learning

Analytical & Critical Thinking

Organization & Execution

Communication

Collaboration

Digital & AI Fluency

MS Office proficiency

AI tools familiarity

Education

Undergraduate student (rising junior or senior)

Tools

Microsoft Office (Excel, PowerPoint, Word)

AI tools (Copilot, ChatGPT)

Job description

About The Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.

Equitable Advisor’s Wealth Management team is seeking a motivated Summer Intern to contribute to meaningful work that shapes how we support clients and financial professionals across the country. As part of this team, you’ll gain hands‑on experience learning about advisor and client experiences, analyzing market trends, supporting strategic initiatives, and helping develop insights that drive decision‑making across our Wealth Management business.

In this role, you’ll be working with teams across Wealth Management, contributing to meaningful projects, and building executive‑ready deliverables that showcase your skills. If you’re curious, data driven, and excited to see how strategy, technology and finance come together in a client focused organization, this internship gives you the exposure and impact you’re looking for.

This position offers a hybrid work schedule, with 3 days in office combining flexibility with team collaboration.

What You’ll Be Doing

• Support Wealth Management initiatives focused on advisor effectiveness and client experience through research, analysis, and project work.
• Partner with teams across Digital, Sales, Marketing, Compliance, and Technology to support platform enhancements, reporting, and business priorities.
• Explore emerging AI and digital tools to improve productivity, decision making, and efficiency for financial professionals.
• Evaluate advisor and client facing programs to strengthen engagement and drive results.
• Develop executive ready presentations and recommendations that help inform decision making and showcase your contributions throughout the internship.

Internship Details

Dates: Nine-week program starting in early June 2027

Hourly Rate: $22/hour

Location: New York, Syracuse, NY or Charlotte, NC

What You’ll Bring

• Currently enrolled in an undergraduate program (rising junior or senior preferred).
• Interest in Wealth Management, financial services, technology, and business strategy.
• Experience using Microsoft Office applications, including Excel, PowerPoint, and Word.
• Familiarity with AI tools such as Microsoft Copilot or ChatGPT.

Skills

• Curiosity & Continuous Learning: Demonstrates initiative, asks thoughtful questions, and seeks opportunities to expand knowledge and improve processes.
• Analytical & Critical Thinking: Ability to evaluate information, identify trends, and develop actionable recommendations that support business objectives.
• Organization & Execution: Manages multiple priorities, meets deadlines, and delivers high quality work with strong attention to detail.
• Communication: Ability to clearly communicate ideas and findings through written, verbal, and presentation-based formats.
• Collaboration: Effectively build relationships and work across teams to support shared goals and business outcomes.
• Digital & AI Fluency: Comfortable learning and adopting new technologies, digital platforms, and AI-enabled tools.

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at [phone] or email us at [e-mail].

Benefits

• comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

Primary Location

UNITED STATES-NY-New York

Other Locations

• UNITED STATES-NC-Charlotte
• UNITED STATES-NY-Syracuse

Schedule

Full-time