Client-Focused Wealth Management Summer Internship

AllianceBernstein

San Francisco (CA)

On-site

USD 70,000 - 85,000

Full time

46 hours ago
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Benefits offered by this job

Networking opportunities
Mentorship program

Job summary

AllianceBernstein’s Private Wealth Summer Internship offers hands-on exposure to wealth management for high net worth clients in San Francisco. You will work with Financial Advisors to analyze portfolios, prepare client meetings, and support business projects while developing leadership and communication skills.

Successful interns gain mentorship, networking opportunities, and may join as a full-time Private Wealth Associate after graduation.

Qualifications

  • Bachelor's degree candidates graduating between December 2027 and June 2028 with GPA 3.0+.
  • Demonstrates analytical and communication skills with ability to build relationships.
  • Proven leadership experience and ability to work in a rigorous environment.
  • Client-focused, detail-oriented, and able to multi-task in a fast-paced setting.
  • Proficiency in Word and Excel preferred; U.S. citizen or permanent resident.

Responsibilities

  • Partner with Financial Advisors to provide service and support functions such as portfolio analysis and meeting preparation.
  • Complete ad-hoc business projects.
  • Focus on client service excellence, partnership, and communication training.
  • Career management, mentorship and coaching to support professional growth.
  • Networking opportunities and social events; potential full-time opportunity after graduation.

Skills

Analytical skills
Strong communication
Relationship-building
Team player
Detail-oriented
Multi-tasking
Work under pressure
Leadership experience

Education

Bachelor's degree candidates graduating Dec 2027 - Jun 2028
GPA 3.0+
Security Industry Essentials (SIE) certification is a plus

Tools

Word
Excel

Job description

AllianceBernstein’s Private Wealth Summer Internship offers hands-on exposure to wealth management for high net worth clients in San Francisco. You will work with Financial Advisors to analyze portfolios, prepare client meetings, and support business projects while developing leadership and communication skills.

Successful interns gain mentorship, networking opportunities, and may join as a full-time Private Wealth Associate after graduation.

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