About the role#
This internship offers experience within 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 provides broad exposure to the firm, including mentorship to guide your projects and professional development.
What you'll do#
- Support the wealth planning and investment teams.
- Lead research or client-driven projects.
- Provide analytics and problem-solving support.
- Gain a deep understanding of various roles within the firm.
What you'll need#
- You are currently a Junior, Senior, or Graduate student.
- You are pursuing a degree in Finance, Economics, or Business Administration.
- You have the ability to learn new concepts and work independently.
- You can collaborate effectively within a team structure.
- You are intellectually curious about the financial services industry.
- You demonstrate initiative and resourcefulness.
- You have strong verbal and written communication skills.
Location & details#
- Location: Waltham, Massachusetts.
- Work Modality: Remote, hybrid, or on-site options are available, though hybrid or in-person work is 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.
