Wealth Advisory Intern: Client Insights & Analysis

Bessemer Trust; Dallas (TX); On-site; USD 55,000 - 62,000; Full time

Job summary

Bessemer Trust is seeking a Client Advisory Intern to support the Wealth Advisory and Client Advisory teams, assisting with reporting, analyses, and client presentations.

The internship provides hands-on experience across wealth management disciplines, including investment management, tax planning, and estate planning, with exposure to proprietary tools and client service workflows. Compensation and a structured program accompany the role.

Qualifications

• Pursuing a Bachelor's degree; rising senior required.
• Strong interest in financial services; exposure to private wealth management preferred.
• Analytical and problem-solving skills expected.
• Excellent attention to detail and accuracy required.
• Curiosity and eagerness to learn new concepts and tools.
• Clear written and verbal communication skills.
• Strong organizational skills; ability to manage multiple priorities.
• Collaborative mindset and teamwork ability.
• Professionalism and discretion with confidential information.
• Proficiency with Microsoft Office applications is essential.

Responsibilities

• Assist with reporting, analysis, and presentation requests for prospective clients.
• Provide portfolio analyses and models with the Wealth Advisory team.
• Collaborate with Investment, Tax, Estate Planning and other professionals.
• Prepare materials for prospective client meetings and presentations.
• Support client advisory teams with routine service needs.
• Contribute to projects across the wealth advisory spectrum.

Skills

Analytical thinking

Written communication

Attention to detail

Organization

Team collaboration

Discretion

MS Office proficiency

Education

Bachelor's degree (rising senior)

Tools

Microsoft Office Suite

Job description

Bessemer Trust is seeking a Client Advisory Intern to support the Wealth Advisory and Client Advisory teams, assisting with reporting, analyses, and client presentations.

The internship provides hands-on experience across wealth management disciplines, including investment management, tax planning, and estate planning, with exposure to proprietary tools and client service workflows. Compensation and a structured program accompany the role.