Hybrid Wealth Management Intern: AI & Analytics

EQH; New York (NY); Hybrid; USD 28,000 - 33,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Equitable in New York is seeking a Summer Intern to support Wealth Management initiatives, gain hands-on experience across advisor and client experiences, and help develop insights that guide decision-making. The internship offers a hybrid schedule with 3 days in office, nine weeks starting June 2027, and an hourly rate of $22.

You'll collaborate with Digital, Sales, Marketing, Compliance, and Technology teams.

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, including Excel, PowerPoint, and 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 throughout the internship.

Skills

Curiosity & Continuous Learning

Analytical & Critical Thinking

Organization & Execution

Communication

Collaboration

Digital & AI Fluency

Education

Undergraduate student

Tools

Microsoft Office

AI tools (Copilot/ChatGPT)

Job description

Equitable in New York is seeking a Summer Intern to support Wealth Management initiatives, gain hands-on experience across advisor and client experiences, and help develop insights that guide decision-making. The internship offers a hybrid schedule with 3 days in office, nine weeks starting June 2027, and an hourly rate of $22.

You'll collaborate with Digital, Sales, Marketing, Compliance, and Technology teams.