Wealth Management Summer Intern: Strategy & AI Insights

Equitable; New York (NY); Hybrid; USD 28,000 - 33,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Equitable is offering a Summer Intern role in Wealth Management to gain hands-on experience across advisor and client experiences, analytics, and strategy. The program runs for nine weeks starting in early June 2027 with a $22/hour rate and a hybrid work arrangement (3 days in office).

Opportunities to develop executive-ready deliverables and cross-functional collaboration across Digital, Sales, Marketing, Compliance, and Technology are highlighted.

Qualifications

• Currently enrolled in an undergraduate program (rising junior or senior preferred).
• Experience using Microsoft Office applications, including Excel, PowerPoint, and Word.
• Familiarity with AI tools such as Microsoft Copilot or ChatGPT.

Responsibilities

• Support Wealth Management initiatives focused on advisor effectiveness and client experience through research, analysis, and project work.
• Partner with teams across Digital, Sales, Marketing, Compliance, and Technology to support platform enhancements, reporting, and business priorities.
• Explore emerging AI and digital tools to improve productivity, decision making, and efficiency for financial professionals.
• Evaluate advisor and client facing programs to strengthen engagement and drive results.
• Develop executive ready presentations and recommendations that help inform decision making and showcase your contributions throughout the internship.

Skills

Microsoft Excel

PowerPoint

Word

Microsoft Office

AI tools

Education

Undergraduate program (rising junior or senior preferred)

Tools

Microsoft Copilot

ChatGPT

Job description

Equitable is offering a Summer Intern role in Wealth Management to gain hands-on experience across advisor and client experiences, analytics, and strategy. The program runs for nine weeks starting in early June 2027 with a $22/hour rate and a hybrid work arrangement (3 days in office).

Opportunities to develop executive-ready deliverables and cross-functional collaboration across Digital, Sales, Marketing, Compliance, and Technology are highlighted.