Remote Summer Internship: Wealth Management Rotations

Ballentine Partners, LLC

Waltham (MA)

Hybrid

USD 34,000 - 48,000

Full time

6 days ago
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Benefits offered by this job

Mentorship program
Remote-friendly

Job summary

Ballentine Partners is seeking interns for its Summer Rotational Program in the Boston area. Interns will rotate among Wealth Planning, Investment Analysis, and High Net Worth groups, gaining exposure to comprehensive, objective advice and client service.

Roles include supporting teams, leading projects, and delivering analytics, with mentors and a broad firm-wide experience. Open to Juniors, Seniors, and Graduate students, the program runs June 1 to August 6, 2027, offering an hourly wage of

Qualifications

  • Has the ability to learn new concepts.
  • Can work independently and in a team structure.
  • Is intellectually curious about our industry.
  • Can take initiative to be resourceful.
  • Has excellent communication skills both verbal and written.

Responsibilities

  • Interface with and support the wealth planning and investment teams.
  • Lead research and/or client-driven projects as assigned.
  • Provide analytics and problem-solving capabilities as required.

Skills

Learn new concepts
Team and independent work
Curiosity
Initiative
Communication skills

Job description

Ballentine Partners is seeking interns for its Summer Rotational Program in the Boston area. Interns will rotate among Wealth Planning, Investment Analysis, and High Net Worth groups, gaining exposure to comprehensive, objective advice and client service.

Roles include supporting teams, leading projects, and delivering analytics, with mentors and a broad firm-wide experience. Open to Juniors, Seniors, and Graduate students, the program runs June 1 to August 6, 2027, offering an hourly wage of

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