Wealth Advisory Intern: Insights & Client Strategy

Bessemer Trust Company, N.A.; Washington (District of Columbia); On-site; USD 55,000 - 62,000; Part time

Benefits offered by this job

Internship program

Professional development sessions

Job summary

Bessemer Trust's Client Advisory Intern role offers hands-on experience serving high-net-worth individuals, gaining exposure to wealth management, investment analysis, tax planning, and client service. You will work with Wealth Advisory and Client Advisory professionals to develop materials, run analyses, and support meetings with prospective clients.

The program emphasizes training in proprietary software and collaborative, cross-functional projects across the firm.

Qualifications

• In pursuit of a Bachelor’s degree (rising senior required).
• Strong interest in financial services; exposure to Private Wealth Management, Investment Management, Investment Banking, or a related field preferred.
• Strong analytical and problem‑solving skills.
• Excellent attention to detail.
• Effective communicator with excellent written and verbal communication skills.
• Strong organizational skills and ability to manage multiple priorities.
• Collaborative mindset and ability to work effectively as part of a team.
• Professionalism and discretion when working with confidential information.
• Proficiency in the Microsoft Office Suite

Responsibilities

• Support Wealth Advisory teams in reporting, analysis, and presentation requests for prospective clients.
• Work with the Quantitative Analysis group to provide portfolio analyses and proprietary models.
• Collaborate across Investment, Tax, Estate Planning, and other professionals to understand portfolios and goals.
• Assist with preparation of materials used in prospective client meetings and presentations.
• Participate in projects to showcase Bessemer’s wealth management approach.
• Other responsibilities as assigned.
• Support Client Advisory teams in client meetings and service requests.

Skills

Analytical skills

Communication skills

Attention to detail

Organizational skills

Team collaboration

Discretion

Education

Bachelor’s degree (rising senior)

Tools

Microsoft Office Suite

Job description

Bessemer Trust's Client Advisory Intern role offers hands-on experience serving high-net-worth individuals, gaining exposure to wealth management, investment analysis, tax planning, and client service. You will work with Wealth Advisory and Client Advisory professionals to develop materials, run analyses, and support meetings with prospective clients.

The program emphasizes training in proprietary software and collaborative, cross-functional projects across the firm.