Client Advisory Intern

Bessemer Trust Company of FL; West Palm Beach (FL); On-site; USD 55,000 - 62,000; Part time

Job summary

Bessemer Trust Company of FL offers a Client Advisory Intern role designed for students pursuing finance-related degrees. You will learn wealth management, investment analysis, tax planning, and client service while supporting both Wealth Advisory and Client Advisory teams.

You will gain hands-on experience with portfolio analysis, reporting, and client materials, culminating in a capstone presentation to senior management. This internship blends training with real-world client work.

Qualifications

• Pursuing a Bachelor's degree with rising senior status.
• Interest in financial services and private wealth management is preferred.
• Strong analytical and problem-solving skills, with attention to detail.

Responsibilities

• Support Wealth Advisory with reporting, analysis and client presentations.
• Collaborate with Quantitative Analysis to provide portfolio analyses.
• Assist across Investment, Tax, Estate Planning for client portfolios.
• Prepare materials for prospective client meetings and meetings.
• Contribute to group projects showcasing wealth-management capabilities.
• Assist with routine client service needs and cash management.

Skills

Analytical thinking

Attention to detail

Communication skills

Team collaboration

Microsoft Office Suite

Education

Bachelor's degree (rising senior)

Tools

Microsoft Office

Job description

Job Description

Description:

The Client Advisory Intern will work alongside Client Advisory and Wealth Advisory professionals serving high-net-worth and ultra-high-net-worth individuals and families. Throughout the internship, the intern will gain exposure to Bessemer Trust’s integrated approach to wealth management, including investment management, wealth planning, tax and estate planning, client service, and new business development.

The internship will provide hands-on experience in areas including asset allocation modeling, investment portfolio analysis, fixed income portfolio analysis, tax transition portfolio analysis, client communication, cash management, reporting, and client and prospective client presentations. The internship will culminate in a capstone presentation to senior management focused on bringing together the various aspects of wealth advisory.

The Client Advisory Intern will also be trained in the use of proprietary and licensed software and databases.

Wealth Advisory Responsibilities:

• Support the Wealth Advisory team with reporting, analysis, and presentation requests for prospective clients
• Work with the Quantitative Analysis group to provide the Wealth Advisory team with portfolio analyses and proprietary models
• Collaborate with Investment, Tax, Estate Planning, and other professionals across the firm to develop a thorough understanding of prospective clients’ portfolios, goals, and broader financial situations
• Assist with the preparation of materials used in prospective client meetings and presentations
• Participate in individual and group projects designed to provide exposure to Bessemer’s comprehensive approach to wealth management
• Other responsibilities as assigned

Client Advisory Responsibilities:

• Support Client Advisory teams in preparing for client meetings and responding to day-to-day client service needs
• Assist with routine communications and service requests involving clients and their outside advisors
• Perform cash management functions and assist with the processing of payments and other account activity
• Prepare customized client reports, schedules, analyses, and presentation materials
• Work with Investment, Tax, Estate Planning, and other specialists across the firm to support comprehensive advice for clients
• Gain exposure to the management of complex, multigenerational wealth and the coordination required across a client’s broader advisory team
• Assist the Client Advisory team with individual and group projects as needed

Qualifications:

• In pursuit of a Bachelor’s degree (rising senior required)
• Strong interest in financial services; exposure to Private Wealth Management, Investment Management, Investment Banking, or a related field preferred
• Strong analytical and problem-solving skills
• Excellent attention to detail
• Intellectual curiosity and an enthusiasm for learning
• Effective communicator with excellent written and verbal communication skills
• Strong organizational skills and ability to manage multiple priorities
• Collaborative mindset and ability to work effectively as part of a team
• Professionalism and discretion when working with confidential information
• Proficiency in the Microsoft Office Suite

Compensation :$40-$45 per hour depending on grade level and work experience

The Bessemer Trust Internship Program:

Our summer internship program offers real world experience working side-by-side with experts from departments and offices across our firm. Working within your designated team, you will manage individual and group projects, interact with senior leaders, network with fellow interns, and attend a variety of career development sessions virtually and in person at our New York headquarters. Throughout the program, you will receive ongoing coaching and guidance from your supervisor to support your development, help you navigate your responsibilities, and set you up for success.

Company Information and Culture:

Bessemer Trust is a family office, overseeing $250 billion in assets for over 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.

Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.

Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer’s adherence to putting clients’ interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:

• For 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
• Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
• To watch a video about Bessemer Trust’s history,click here .

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply

Position Type

Part-time

Regular/Temporary

Temporary

undefined

Careers at Bessemer

Our Offices

Employer Privacy Policy

EEO is the Law

ADP Privacy Statement Artificial Intelligence Google Privacy Policy Google Terms of Service