About the role#
This internship provides experience in a fee-only wealth management firm. You will rotate between three client-facing groups: Financial Planning and Wealth Management, Investment Analysis and Management, and the High Net Worth practice. The program assigns interns to challenging projects and provides a support system including mentors to guide your work. You will gain exposure to the firm and build your professional network.
What you'll do#
- Rotate between three client-facing groups within the organization.
- Interface with and support the wealth planning and investment teams.
- Lead research or client-driven projects as assigned.
- Provide analytics and problem-solving capabilities.
What you'll need#
- Currently enrolled as a Junior, Senior, or Graduate student.
- Pursuing a degree in Finance, Economics, Business Administration, or Accounting.
- Ability to learn new concepts quickly.
- Capacity to work both independently and within a team structure.
- Intellectual curiosity about the wealth management industry.
- Initiative and resourcefulness.
- Excellent verbal and written communication skills.
Location & details#
- Location: Waltham, Massachusetts.
- Modality: Remote, on-site, or hybrid (on-site or hybrid strongly encouraged).
- Term: Summer 2027 (June 1, 2027 to August 6, 2027).
- Schedule: Monday through Friday, 8:30 am to 5:00 pm.
- Compensation: $30.00 per hour.
About Ballentine Partners, LLC
Ballentine Partners is an independent multi-family office based in Waltham, Massachusetts. Founded in 1984, the firm provides investment management and wealth planning services to individuals and families. It manages financial solutions for clients ranging from professionals with $4 million in assets to families with over $1 billion. The firm employs 137 people across offices in Massachusetts, New Hampshire, and Florida.
How to get in at Ballentine Partners, LLC
Securing an internship at Ballentine Partners requires speed because early applicants often capture the attention of the hiring team before the candidate pool becomes crowded. You can use Intern Insider to receive an instant alert the moment a role is published, which helps you submit your materials among the first. Applying early is a practical way to ensure your application is reviewed while the team is still actively building their shortlist. You can also use Intern Insider to surface the specific recruiters managing these roles. Reaching out directly to ask a thoughtful question about the firm or to request a referral often improves your response rate compared to waiting in the general queue. This direct approach shows you have done your research and are serious about joining the team.
