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 platform. This program provides professional development through mentorship, coaching, and training in client service excellence.
What you'll do#
- Partner with Financial Advisors to provide service and support.
- Conduct portfolio analysis and assist with account creation and maintenance.
- Prepare for client and prospect meetings.
- Complete ad-hoc business projects.
- Participate in training sessions covering communication, partnership, and client service.
- Engage in career management, one-on-one coaching, and mentorship.
- Attend networking opportunities and social outings.
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.
- Client-focused mindset with high attention to detail.
- Ability to multi-task and work under pressure.
- Must be a U.S. Citizen or Permanent Resident.
- Proficiency in Word and Excel is preferred.
- Relevant internship experience and coursework in Finance or Economics are preferred.
- Security Industry Essentials (SIE) certification is a valuable asset.
Location & details#
- Location: Nashville, Tennessee.
- Term: Summer 2027 (June to August).
- Modality: On-site, full-time.
- This is a paid internship.
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
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