Private Wealth Summer Intern

AllianceBernstein L.P.; San Francisco (CA); On-site; USD 70,000 - 85,000; 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 off

Job summary

AllianceBernstein L.P. is offering a Summer Intern program in Private Wealth Management in San Francisco.

The role supports Financial Advisors with portfolio analysis, account setup and meeting prep, and contributes to client service excellence. Ideal candidates are rising bachelors graduating mid-2028 with GPA 3.0+, strong analytical and communication skills, and the ability to multitask in a fast-paced environment.

Qualifications

• Bachelor's degree candidates graduating between December 2027 and June 2028.
• Strong analytical and communication skills (written and verbal).
• Ability to build relationships and work in a team.
• Must be a U.S. Citizen or Permanent Resident.
• Available to work full-time from June to August.
• Cannot have conflicting classes or other employment during internship.

Responsibilities

• 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 to support the team.
• Focus on client service excellence, partnership and communication training to deliver exceptional client experience.
• Career management, mentorship and one-on-one coaching to help you grow professionally.
• Engage in networking opportunities and social events; potential path to full-time.</],
• CoT_job_summary_short
• COMPANY NAME: AllianceBernstein L.P.KEY POINTS: Private Wealth internship, client service, portfolio analysis, professional development

Skills

Word

Excel

Education

Bachelor's degree

Job description

Who You’ll Work With

Bernstein Private Wealth Management is a premier investment management firm advising high net worth and ultra-high net worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Summer Interns are client service-minded individuals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, support the growth of our Private Wealth Management Platform. Interns will play a key role working with Financial Advisors and their teams to provide support in all aspects of the business, including asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.

What You’ll Do

Private Wealth Summer Interns will participate in a robust and comprehensive internship program. This internship offers competitive compensation and invaluable experience in the financial services industry.

• 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
• A focus on client service excellence, partnership and communication training to provide an exceptional client experience
• Career management, mentorship and one-on-one coaching to achieve professional success beyond the Internship program
• Networking opportunities and social outings
• Successful interns could have the opportunity to continue their career as a full-time Private Wealth Associate upon graduation.

What We’re Looking For

• Bachelor’s degree candidates graduating between December 2027 and June 2028
• Those who demonstrate academic excellence with a cumulative GPA of 3.0 or better, as well as strong leadership experience.
• People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere.
• Proficiency in Word and Excel are preferred.
• Must be a U.S. Citizen or Permanent Resident.
• Candidate must be available to work full-time from June to August.
• It is not permissible to simultaneously take academic classes or hold other employment that will conflict with the internship schedule.
• Selected candidates will need to successfully complete a thorough background check.

Desired Qualifications

• Relevant internship experience is preferred.
• Some coursework in finance and economics is preferred.
• Having the Security Industry Essentials (SIE) certification is a valuable asset!

About AB

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! All are encouraged to apply.

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

Salary and Compensation

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:

Base Salary Range: $77,500.00 to $77,500.00

Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors.

Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards.

Benefits

• health insurance coverage
• employee wellness program
• life and disability insurance
• retirement savings plan
• paid holidays
• sick and vacation time off

Location: San Francisco, California

Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply.