Private Wealth Summer Intern - WDC jobs in United States
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AllianceBernstein ยท 2 months ago

Private Wealth Summer Intern - WDC

AllianceBernstein is a premier investment management firm advising high net worth and ultra-high net worth clients. The Private Wealth Summer Intern will support Wealth Advisors in providing client service, portfolio analysis, and wealth planning for high-net-worth individuals and families.

Asset ManagementFinancial ServicesWealth Management
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Responsibilities

Partner with Wealth Advisors to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
Complete ad-hoc business projects
A focus on client service excellence, partnership and communication training to provide an exceptional client experience
Career management, mentorship and one-on-one coaching to achieve professional success beyond the Internship program
Networking opportunities and social outings
Successful interns could have the opportunity to continue their career as a full-time Private Wealth Associate upon graduation

Qualification

Analytical skillsClient service focusCommunication skillsExcelWordMulti-taskingPressure handlingSIE certificationFinance courseworkEconomics courseworkTeam playerDetail-orientedLeadership experienceFast-paced environmentRelationship-building

Required

Bachelor's degree candidates graduating between December 2026 and June 2027
Those who demonstrate academic excellence with a cumulative GPA of 3.0 or better, as well as strong leadership experience
People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
Accomplished team players who thrive in a rigorous and challenging environment
Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
Must be a U.S. Citizen or Permanent Resident
Candidate must be available to work full-time from June to August
It is not permissible to simultaneously take academic classes or hold other employment that will conflict with the internship schedule
Selected candidates will need to successfully complete a thorough background check
***You will be required to submit a HireVue video as part of the application process.***

Preferred

Proficiency in Word and Excel are preferred
Relevant internship experience is preferred
Some coursework in finance and economics is preferred
Having the Security Industry Essentials (SIE) certification is a valuable asset!

Benefits

Health insurance coverage
An employee wellness program
Life and disability insurance
A retirement savings plan
Paid holidays
Sick and vacation time off

Company

AllianceBernstein

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AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March

Funding

Current Stage
Public Company
Total Funding
unknown
1988-04-22IPO

Leadership Team

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Seth Bernstein
President & CEO
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James Wallin
Senior Vice President
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Company data provided by crunchbase