Private Wealth Summer Internship: Client Services

AllianceBernstein; Washington (District of Columbia); Sur place; USD 64 000 - 79 000; Plein temps

Résumé du poste

Bernstein Private Wealth Management in Washington, DC is seeking motivated undergraduates for its Private Wealth Summer Internship. You’ll work with Financial Advisors, gaining exposure to asset allocation, portfolio analytics, and wealth planning while delivering exceptional client service.

The program includes hands-on projects, mentorship, training, networking, and the potential to transition to a full-time Private Wealth Associate role after graduation.

Qualifications

• Bachelor’s degree candidates graduating between December 2027 and June 2028.
• GPA 3.0 or better; strong leadership experience.
• Strong analytical and communication skills; ability to build relationships.
• Team-oriented in a rigorous environment.
• Client-focused and detail-oriented; able to multi-task under pressure.
• Proficiency in Word and Excel preferred.
• U.S. Citizenship or Permanent Residency required.
• Availability to work full‑time June–August.

Responsabilités

• Partner with Financial Advisors to provide service and support 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.
• Potential to continue as Private Wealth Associate after graduation.

Connaissances

Analytical skills

Communication skills

Relationship building

Team player

Multi-tasking

Word & Excel

Formation

Bachelor's degree candidates

GPA 3.0 or better

Finance/economics coursework

Outils

SIE certification

Description du poste

Bernstein Private Wealth Management in Washington, DC is seeking motivated undergraduates for its Private Wealth Summer Internship. You’ll work with Financial Advisors, gaining exposure to asset allocation, portfolio analytics, and wealth planning while delivering exceptional client service.

The program includes hands-on projects, mentorship, training, networking, and the potential to transition to a full-time Private Wealth Associate role after graduation.