Private Wealth Summer Intern

What you'll do

• Support Financial Advisors with portfolio analysis, account management, and client meeting preparation.
• Complete various business projects assigned throughout the summer.
• Develop client service excellence and communication skills through structured training.
• Receive mentorship and one-on-one coaching for professional development.

What they're looking for

• Bachelor's degree candidates graduating December 2027 to June 2028.
• Cumulative GPA of 3.0 or higher with strong leadership experience.
• Excellent analytical and written/verbal communication skills with relationship-building ability.
• Proficiency in Word and Excel preferred; U.S. Citizen or Permanent Resident required.
• Available full-time June through August with no conflicting employment or classes.
• Finance or economics coursework and SIE certification preferred.

Pay and perks

• Competitive compensation offered.
• Networking opportunities and social events included.