Private Wealth Summer Intern - Client Service & Analytics

AllianceBernstein; Philadelphia (Philadelphia County); On-site; USD 25,000 - 39,000; Full time

Job summary

Bernstein Private Wealth Management is seeking Summer Interns to support Financial Advisors and clients, assisting with asset allocation, portfolio analytics, and wealth planning for high-net-worth individuals and families. This internship offers a structured program with mentorship, projects, and networking opportunities.

Successful interns may have the opportunity to join as a full-time Private Wealth Associate after graduation.

Qualifications

• Bachelor’s degree candidate graduating between December 2027 and June 2028.
• GPA 3.0 or better with leadership experience.
• Strong analytical and communication skills and ability to build relationships.
• Client-focused and detail-oriented with ability to multi-task in a fast-paced environment.
• U.S. Citizen or Permanent Resident; available to work full-time June–August.

Responsibilities

• Partner with Financial Advisors to provide service and support, including portfolio analysis and meeting preparation.
• Complete ad-hoc business projects.
• Focus on client service excellence and communication training to enhance the client experience.
• Career management, mentorship and one-on-one coaching to succeed in the program.
• Networking opportunities and social outings.
• High performers may continue as a full-time Private Wealth Associate after graduation.

Skills

Analytical skills

Communication skills

Relationship-building

Team player

Multi-tasking under pressure

Education

Bachelor’s degree candidate

Tools

MS Word

MS Excel

Job description

Bernstein Private Wealth Management is seeking Summer Interns to support Financial Advisors and clients, assisting with asset allocation, portfolio analytics, and wealth planning for high-net-worth individuals and families. This internship offers a structured program with mentorship, projects, and networking opportunities.

Successful interns may have the opportunity to join as a full-time Private Wealth Associate after graduation.