Private Wealth Summer Intern

What you'll do

• Partner with Financial Advisors on portfolio analysis, account creation, and client meeting preparation.
• Complete ad-hoc business projects supporting wealth management operations.
• Receive training in client service excellence, partnership, and communication skills.
• Access career mentorship, coaching, and networking opportunities throughout the summer.

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.
• Strong 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 to August with no conflicting classes or employment.

Pay and perks

• Base salary of $71,500.
• Health insurance, wellness program, life and disability insurance, retirement plan, paid time off.