Private Wealth Summer Intern

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

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.
• Must be a U.S. Citizen or Permanent Resident.
• 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.