Private Wealth Summer Intern

PremierAgile Consulting Private Limited; Los Angeles (CA); On-site; USD 64,000 - 79,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Life and disability insurance

Retirement savings plan

Paid holidays, sick, and vacation

Job summary

PremierAgile Consulting Private Limited in Los Angeles invites driven Bachelor's candidates to join our Private Wealth internship. You will support financial advisors with portfolio analysis, account setup and client meeting prep, and contribute to ad-hoc projects in a fast-paced environment.

This role emphasizes client service, relationship-building, and professional growth through mentorship, coaching, and networking.

Qualifications

• Bachelor's degree candidate graduating between Dec 2027 and Jun 2028
• GPA 3.0 or better with leadership experience
• Strong analytical and written/verbal communication
• U.S. Citizen or Permanent Resident
• Availability to work full-time from June to August
• Background check completed

Responsibilities

• Partner with financial advisors on portfolio analysis and client meeting preparation.
• Assist with account creation and maintenance processes.
• Complete ad-hoc business projects.
• Support client service excellence and communications training.
• Participate in mentorship and coaching sessions.
• Engage in networking opportunities and company events.
• Potential transition to full-time Private Wealth Associate after graduation.

Skills

Analytical skills

Communication

Leadership

Teamwork

Client focus

Multitasking

Microsoft Word

Microsoft Excel

Education

Pursuing Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Job description

Your Role

Here’s what you will be doing:

• Partner with Financial Advisors to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.
• Complete ad-hoc business projects.
• Focus on client service excellence, partnership, and communication training to provide an exceptional client experience.
• Participate in career management, mentorship, and one-on-one coaching to achieve professional success beyond the internship program.
• Engage in networking opportunities and social outings.
• Successful interns may have the opportunity to continue their career as a full-time Private Wealth Associate upon graduation.

About You

The company is looking for:

• Bachelor’s degree candidates graduating between December 2027 and June 2028.
• Individuals demonstrating academic excellence with a cumulative GPA of 3.0 or better and strong leadership experience.
• Strong analytical and communication skills (both written and verbal) with an ability to build relationships.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Client-focused and detail-oriented individuals with strong multitasking abilities who can work under pressure in a fast-paced atmosphere.
• Proficiency in Word and Excel preferred.
• U.S. Citizen or Permanent Resident status required.
• Availability to work full-time from June to August without conflicting academic classes or other employment.
• Successful completion of a thorough background check is required.

Desired qualifications include relevant internship experience, coursework in finance and economics, and possession of the Security Industry Essentials (SIE) certification.

Compensation & Benefits

• Base salary of $71,500.00.
• Potential additional compensation including commissions, year-end incentives, short- and long-term incentives, and department-specific awards.
• Health insurance coverage.
• Employee wellness program.
• Life and disability insurance.
• Retirement savings plan.
• Paid holidays, sick, and vacation time off.