Private Wealth Summer Analyst – Client Impact and Mentorship

AllianceBernstein; Philadelphia (Philadelphia County); On-site; USD 28,000 - 34,000; Full time

Job summary

AllianceBernstein's Bernstein Private Wealth Internship offers a hands-on summer program in Philadelphia, supporting Financial Advisors with portfolio analysis, account setup, and meeting preparation. You will gain exposure to asset allocation, markets positioning, and wealth planning for high-net-worth clients.

Selected candidates will engage in client service excellence, mentorship, and networking opportunities, with potential progression to a full-time Private Wealth Associate after

Qualifications

• Bachelor’s degree candidates graduating between December 2027 and June 2028.
• GPA of 3.0 or better with strong leadership experience.
• Strong analytical and communication skills with ability to build relationships.
• Accomplished team players who thrive in a rigorous environment.
• Client-focused and detail-oriented with multi-tasking in a fast-paced atmosphere.
• Proficiency in Word and Excel preferred.
• U.S. Citizen or Permanent Resident.
• Available to work full-time June–August.
• Cannot have conflicting academic classes or other employment during internship.
• Background check will be completed.
• SIE certification is a valuable asset.

Responsibilities

• Partner with Financial Advisors to provide service and support functions such as portfolio analysis and client meeting prep.
• Complete ad-hoc business projects.
• Focus on client service excellence and communication training for an exceptional client experience.
• Career mentorship and one-on-one coaching to support professional growth.
• Networking opportunities and social events.
• Opportunity to transition to a full-time Private Wealth Associate after graduation.

Skills

Analytical skills

Communication skills

Team player

Attention to detail

MS Word

MS Excel

Client focus

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Job description

AllianceBernstein's Bernstein Private Wealth Internship offers a hands-on summer program in Philadelphia, supporting Financial Advisors with portfolio analysis, account setup, and meeting preparation. You will gain exposure to asset allocation, markets positioning, and wealth planning for high-net-worth clients.

Selected candidates will engage in client service excellence, mentorship, and networking opportunities, with potential progression to a full-time Private Wealth Associate after