Private Wealth Summer Analyst - Path to Associate

NWU; Washington; On-site; USD 64,000 - 79,000; Full time

Benefits offered by this job

Health insurance coverage

Employee wellness program

Life and disability insurance

Retirement savings plan

Paid holidays, sick, and vacation time

Job summary

NWU offers a summer internship in Private Wealth where you will partner with financial advisors to support portfolio analysis, client onboarding, and meeting preparation. You will engage in projects and training focused on client service excellence and professional development.

Successful interns may continue as a full-time Private Wealth Associate after graduation, with opportunities for networking and mentorship throughout the program.

Qualifications

• Requires strong analytical and communication abilities.
• Demonstrates leadership experience and teamwork.
• Client-focused with attention to detail and ability to multi-task under pressure.

Responsibilities

• Partner with Financial Advisors to provide service and support (portfolio analysis, account creation/maintenance, meeting prep).
• Complete ad-hoc business projects.
• Engage in networking, mentorship, and coaching opportunities.
• Potential to transition to full-time Private Wealth Associate after graduation.

Skills

Analytical skills

Communication skills

Team player

Client-focused

Multitasking

Education

Bachelor's degree

Tools

Word

Excel

Job description

NWU offers a summer internship in Private Wealth where you will partner with financial advisors to support portfolio analysis, client onboarding, and meeting preparation. You will engage in projects and training focused on client service excellence and professional development.

Successful interns may continue as a full-time Private Wealth Associate after graduation, with opportunities for networking and mentorship throughout the program.