Wealth Management Internship: Summer 2027, Client Advisory

William Blair - Private; Chicago (IL); On-site; USD 54,462,000 - 77,567,000; Part time

Benefits offered by this job

Medical, dental, and vision coverage

Disability and life insurance

401(k) and profit sharing

Paid time off

Family & fertility benefit

Parental leave

Other voluntary benefits

Job summary

William Blair's Private Wealth Management Internship in Chicago offers a hands-on introduction to advising high-net-worth clients. Interns gain exposure to financial planning, portfolio construction, investment research, and client relationship management within a collaborative, team-oriented environment.

The program emphasizes developing technical and interpersonal skills, with opportunities to contribute to advisory teams, participate in firm-wide intern programming, and observe client

Qualifications

• Currently pursuing a bachelor’s degree with an expected graduation date between December 2027 and June 2029
• Minimum cumulative GPA of 3.5 or higher

Responsibilities

• Prepare client presentations and financial analyses
• Conduct research on financial markets, investment strategies, and economic trends
• Support portfolio reviews, performance analysis, and account-related initiatives
• Assist with CRM updates, data management, and reporting processes
• Observe client meetings and internal strategy discussions, where appropriate
• Participate in team projects and firm-wide intern programming

Skills

Analytical skills

Excel

PowerPoint

Communication

Interpersonal skills

Professionalism

Education

Bachelor's degree

Job description

William Blair's Private Wealth Management Internship in Chicago offers a hands-on introduction to advising high-net-worth clients. Interns gain exposure to financial planning, portfolio construction, investment research, and client relationship management within a collaborative, team-oriented environment.

The program emphasizes developing technical and interpersonal skills, with opportunities to contribute to advisory teams, participate in firm-wide intern programming, and observe client