Private Wealth Summer Intern: Client Services & Analytics

AllianceBernstein; Houston (TX); On-site; USD 27,000 - 38,000; Full time

Job summary

Bernstein Private Wealth Management is seeking summer interns who will support Financial Advisors in portfolio analysis, account setup, and meeting preparation. This robust program also offers projects, mentorship, and networking opportunities to develop client-service excellence.

Successful interns may join as full-time Private Wealth Associates after graduation. Candidates should be rising seniors with strong academic records and leadership. Houston-based, full-time June–August schedule.

Qualifications

• Bachelor’s degree candidates graduating between December 2027 and June 2028.
• GPA 3.0 or better and strong leadership experience.
• Analytical and communication skills with ability to build relationships.
• Team players who thrive in a rigorous environment.
• Client-focused and able to multi-task under pressure in a fast-paced setting.
• Proficiency in Word and Excel preferred.
• U.S. Citizen or Permanent Resident.

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.
• Focus on client service excellence, partnership and communication training.
• Career management, mentorship and one-on-one coaching.
• Networking opportunities and social outings.
• Possible opportunity to continue as a full-time Private Wealth Associate after graduation.

Skills

Analytical skills

Communication skills

Leadership

Relationship-building

Education

Bachelor’s degree candidate

Tools

Word

Excel

Job description

Bernstein Private Wealth Management is seeking summer interns who will support Financial Advisors in portfolio analysis, account setup, and meeting preparation. This robust program also offers projects, mentorship, and networking opportunities to develop client-service excellence.

Successful interns may join as full-time Private Wealth Associates after graduation. Candidates should be rising seniors with strong academic records and leadership. Houston-based, full-time June–August schedule.