About the role#
Bernstein Private Wealth Management provides investment services to high net worth and ultra-high net worth clients. As a Private Wealth Summer Intern, you will work directly with Financial Advisors to support the growth of our wealth management platform. You will gain experience in asset allocation, capital markets positioning, portfolio analytics, and legacy planning for families and individuals. This is a paid, full-time position.
What you'll do#
- Partner with Financial Advisors on service and support tasks including portfolio analysis, account creation, and account maintenance.
- Prepare for client and prospect meetings.
- Complete ad-hoc business projects as assigned.
- Participate in training focused on client service, partnership, and communication.
- Engage in career management, mentorship, and one-on-one coaching sessions.
- Attend networking events and social outings with the team.
What you'll need#
- Bachelor’s degree candidate graduating between December 2027 and June 2028.
- Cumulative GPA of 3.0 or better.
- Strong leadership, analytical, and communication skills.
- Ability to build relationships and work as a team player.
- Detail-oriented approach with the ability to multi-task under pressure.
- Proficiency in Word and Excel is preferred.
- Must be a U.S. Citizen or Permanent Resident.
- Relevant internship experience and coursework in Finance or Economics are preferred.
- Security Industry Essentials (SIE) certification is a plus.
- Must submit a HireVue video as part of the application process.
- Successful completion of a background check is required.
Location & details#
- Location: Chicago, Illinois.
- Term: Summer 2027.
- Availability: Must work full-time from June to August.
About AllianceBernstein
AllianceBernstein is an investment management firm founded in 1967. It provides diversified investment services to individuals, institutional investors, and private wealth clients. The company manages 869 billion dollars in assets. It is based in Nashville and employs between 1,001 and 5,000 people.
How to get in at AllianceBernstein
Securing an internship at AllianceBernstein often rewards those who apply early, as recruiters review applications before the candidate pool grows too large. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, helping you get your materials in among the first. Applying early is a practical way to ensure your profile is seen by the team. You can use this timing to your advantage while others are still waiting for job boards to refresh. Beyond timing, reaching out to the right person can help your application stand out. Intern Insider surfaces the recruiters behind the company's roles so you can contact them directly to ask about the position or a referral. This direct approach often improves response rates compared to submitting into a general queue. It is a professional way to demonstrate your interest and gain clarity on what the firm looks for in a candidate.
