Private Wealth Summer Intern - Client Services & Analytics

PremierAgile Consulting Private Limited

Los Angeles (CA)

On-site

USD 64,000 - 79,000

Full time

14 days+

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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.