Private Wealth Management Internship - Summer 2027

William Blair - Private; Chicago (IL); On-site; USD 54,462,000 - 77,567,000; Part time

Benefits offered by this job

Medical, dental, and vision coverage

Disability and life insurance

401(k) and profit sharing

Paid time off

Family & fertility benefit

Parental leave

Other voluntary benefits

Job summary

William Blair's Private Wealth Management Internship in Chicago offers a hands-on introduction to advising high-net-worth clients. Interns gain exposure to financial planning, portfolio construction, investment research, and client relationship management within a collaborative, team-oriented environment.

The program emphasizes developing technical and interpersonal skills, with opportunities to contribute to advisory teams, participate in firm-wide intern programming, and observe client

Qualifications

• Currently pursuing a bachelor’s degree with an expected graduation date between December 2027 and June 2029
• Minimum cumulative GPA of 3.5 or higher

Responsibilities

• Prepare client presentations and financial analyses
• Conduct research on financial markets, investment strategies, and economic trends
• Support portfolio reviews, performance analysis, and account-related initiatives
• Assist with CRM updates, data management, and reporting processes
• Observe client meetings and internal strategy discussions, where appropriate
• Participate in team projects and firm-wide intern programming

Skills

Analytical skills

Excel

PowerPoint

Communication

Interpersonal skills

Professionalism

Education

Bachelor's degree

Job description

Private Wealth Management Internship - Summer 2027

Chicago, IL

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Partnership.

Summer 2027

William Blair’s Private Wealth Management team partners with high-net-worth individuals and families, business owners, endowments, and foundations to deliver sophisticated investment advice and comprehensive wealth management solutions. Our advisors leverage the firm’s global resources, including industry-leading equity research, wealth planning, and consulting services—to help clients achieve their financial objectives, preserve their legacies, and make a meaningful impact in their communities.

William Blair’s culture is defined by long-term relationships and stability, reflected in an average advisor tenure of 15 years at the firm and 24 years in the industry. As of June 30, 2025, Private Wealth Management oversees $78.5 billion in client assets, with offices in Chicago, Atlanta, Baltimore, Beverly Hills, Boston, Denver, New York, Philadelphia, and San Francisco.

Program Overview

The Private Wealth Management Internship offers a comprehensive, hands-on introduction to advising high-net-worth clients. Interns gain exposure to the full spectrum of wealth management, including financial planning, portfolio construction, investment research, and client relationship management.

This immersive experience is designed to develop both technical and interpersonal skills in a collaborative, team-oriented environment.

Key Responsibilities

Interns will actively contribute to advisory teams & other PWM departments through a variety of meaningful assignments, including:

• Preparing client presentations and financial analyses
• Conducting research on financial markets, investment strategies, and economic trends
• Supporting portfolio reviews, performance analysis, and account-related initiatives
• Assisting with CRM updates, data management, and reporting processes
• Observing client meetings and internal strategy discussions, where appropriate
• Participating in team projects and firm-wide intern programming

Qualifications

Academic Requirements

• Currently pursuing a bachelor’s degree with an expected graduation date between December 2027 and June 2029
• Minimum cumulative GPA of 3.5 or higher

Skills & Attributes

• Strong analytical, organizational, and problem-solving abilities
• Proficiency in Microsoft Office, particularly Excel and PowerPoint
• Excellent communication, interpersonal, and presentation skills
• Ability to manage multiple priorities in a fast-paced, team-oriented environment
• Demonstrated interest in Private Wealth Management and financial markets
• High level of professionalism, initiative, and intellectual curiosity

What We Look For

Successful candidates bring a combination of academic excellence, genuine interest in financial markets, and a desire to build long-term client relationships. We value individuals who are collaborative, adaptable, and eager to contribute in a dynamic and client-focused environment.

A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.

This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.

Our featured benefit offerings include the following:

• medical, dental and vision coverage
• employer paid short & long-term disability and life insurance
• 401(k)
• profit sharing
• paid time off
• Maven family & fertility benefit
• parental leave (including adoption, surrogacy, and foster placement)
• other voluntary benefits

Salary Range

$23 - $23 USD

About Our Firm

William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com .

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v