Wealth Advisory Intern: Client Insights & Portfolios

Bessemer Trust Company of FL; West Palm Beach (FL); On-site; USD 55,000 - 62,000; Part time

Job summary

Bessemer Trust Company of FL offers a Client Advisory Intern role designed for students pursuing finance-related degrees. You will learn wealth management, investment analysis, tax planning, and client service while supporting both Wealth Advisory and Client Advisory teams.

You will gain hands-on experience with portfolio analysis, reporting, and client materials, culminating in a capstone presentation to senior management. This internship blends training with real-world client work.

Qualifications

• Pursuing a Bachelor's degree with rising senior status.
• Interest in financial services and private wealth management is preferred.
• Strong analytical and problem-solving skills, with attention to detail.

Responsibilities

• Support Wealth Advisory with reporting, analysis and client presentations.
• Collaborate with Quantitative Analysis to provide portfolio analyses.
• Assist across Investment, Tax, Estate Planning for client portfolios.
• Prepare materials for prospective client meetings and meetings.
• Contribute to group projects showcasing wealth-management capabilities.
• Assist with routine client service needs and cash management.

Skills

Analytical thinking

Attention to detail

Communication skills

Team collaboration

Microsoft Office Suite

Education

Bachelor's degree (rising senior)

Tools

Microsoft Office

Job description

Bessemer Trust Company of FL offers a Client Advisory Intern role designed for students pursuing finance-related degrees. You will learn wealth management, investment analysis, tax planning, and client service while supporting both Wealth Advisory and Client Advisory teams.

You will gain hands-on experience with portfolio analysis, reporting, and client materials, culminating in a capstone presentation to senior management. This internship blends training with real-world client work.