Finance-Focused Summer Intern, Client Solutions

The Berkshire Black Economic Council, Inc.

Pittsfield, Northern (MA, KY)

Hybrid

USD 28,000 - 48,000

Full time

2 days ago
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Job summary

Guardian Life invites applications for the 2027 Guardian Summer Intern, Client Solutions in Pittsfield, MA. This paid 10-week program immerses you in daily financial services work, with real projects, senior leader interaction, and cross-office networking.

You will support financial planning initiatives, gather and analyze data, and prepare clear deliverables while learning how Guardian’s Client Solutions and Wealth Management teams work together to serve customers.

Qualifications

  • A course of study in mathematics, economics, a business-related discipline (such as finance, accounting, marketing, or management), or a related field.
  • Strong interpersonal skills and the ability to build relationships across teams.
  • Strong analytical and problem-solving skills with comfort using Excel, PowerPoint, and Word.
  • Excellent written and verbal communication and attention to detail.
  • Collaborative mindset with ability to manage multiple priorities in a fast-paced environment.

Responsibilities

  • Support initiatives that simplify financial planning for advisors and build client confidence.
  • Support projects and analyses that advance Client Solutions goals.
  • Gather, organize, and analyze data to identify trends and inform recommendations.
  • Prepare clear deliverables such as summaries, presentations, and reports for leadership.
  • Collaborate across teams to understand how Client Solutions and Wealth Management work together.
  • Explore and apply AI tools to improve research and day-to-day work when appropriate.

Skills

Interpersonal skills
Analytical skills
Excel
PowerPoint
Word
Communication
Collaboration

Education

Mathematics
Economics
Business-related discipline
Related field

Tools

Excel
PowerPoint
Word

Job description

Guardian Life invites applications for the 2027 Guardian Summer Intern, Client Solutions in Pittsfield, MA. This paid 10-week program immerses you in daily financial services work, with real projects, senior leader interaction, and cross-office networking.

You will support financial planning initiatives, gather and analyze data, and prepare clear deliverables while learning how Guardian’s Client Solutions and Wealth Management teams work together to serve customers.

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