Private Wealth Management Specialist Internships
Private wealth management specialist internships give university students, recent graduates, and early-career switchers hands-on client portfolio work, mentorship from working wealth management specialists, and, at many employers, a path toward a full-time offer. Openings are concentrated across {{top_industries_phrase}}, with Baird, Brighton Jones, and Glenmede Trust Company among the employers posting roles now.
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Gain hands-on experience by working with an assigned team specializing in specific functions within Hines Private Wealth Solutions.- Understand and analyze qualitative and quantitative information about private wealth, family office and high net worth investors.
- Support advisor and investor conversations and assist with due diligence on Hines funds.
- Learn how to communicate Hines’ investment strategies, fund information, portfolio details, and market perspectives clearly and accurately.
- Work closely with other Hines professionals (related to capital raising, diligence and servicing requests), client presentations, sales territory management, and CRM database management.
- Apply market research, due diligence, and macroeconomic analysis to support advisor conversations and capital raising efforts around Hines’ real estate investment strategies.
- With guidance from a mentor, interns will highlight their skills and abilities through a capstone project. At the conclusion of the summer, interns will present their project to Investment Management / Private Wealth Solutions staff and leadership.
- Participate in an education itinerary consisting of lunch & learns and tours with various Hines departments and properties.
All academic disciplines considered; client-facing experience and interest in a sales-oriented career preferred. Strong math and quantitative aptitude required, with a desire to build relationships and work collaboratively with team-members.- Strong written and verbal communication skills, including comfort presenting ideas and engaging with clients.
- Proficient in MS Outlook, Excel, Word, PowerPoint, and OpenAI/ChatGPT.
- Creative problem solver.
- Ability to prioritize/coordinate multiple projects across several business segments.
- Current Sophomores and Juniors will be considered along with Seniors who will be immediately entering a graduate program.
Our people make that possible. Across 29 countries, more than 4,600 colleagues bring different perspectives and expertise to Hines, with opportunities to take on meaningful responsibility, learn from leaders across the business, and build a career with room to evolve. We support that journey through professional development, competitive rewards, comprehensive benefits, and a culture grounded in trust and high standards.
Hines is proud to be named to Fast Company’s annual list of the World’s Most Innovative Companies for 2024.
We are an equal opportunity employer and support workforce diversity.
No calls or emails from third parties at this time please.
Gain hands-on experience by working with an assigned team specializing in specific functions within Hines Private Wealth Solutions.- Understand and analyze qualitative and quantitative information about private wealth, family office and high net worth investors.
- Support advisor and investor conversations and assist with due diligence on Hines funds.
- Learn how to communicate Hines’ investment strategies, fund information, portfolio details, and market perspectives clearly and accurately.
- Work closely with other Hines professionals (related to capital raising, diligence and servicing requests), client presentations, sales territory management, and CRM database management.
- Apply market research, due diligence, and macroeconomic analysis to support advisor conversations and capital raising efforts around Hines’ real estate investment strategies.
- With guidance from a mentor, interns will highlight their skills and abilities through a capstone project. At the conclusion of the summer, interns will present their project to Investment Management / Private Wealth Solutions staff and leadership.
- Participate in an education itinerary consisting of lunch & learns and tours with various Hines departments and properties.
All academic disciplines considered; client-facing experience and interest in a sales-oriented career preferred. Strong math and quantitative aptitude required, with a desire to build relationships and work collaboratively with team-members.- Strong written and verbal communication skills, including comfort presenting ideas and engaging with clients.
- Proficient in MS Outlook, Excel, Word, PowerPoint, and OpenAI/ChatGPT.
- Creative problem solver.
- Ability to prioritize/coordinate multiple projects across several business segments.
- Current Sophomores and Juniors will be considered along with Seniors who will be immediately entering a graduate program.
Our people make that possible. Across 29 countries, more than 4,600 colleagues bring different perspectives and expertise to Hines, with opportunities to take on meaningful responsibility, learn from leaders across the business, and build a career with room to evolve. We support that journey through professional development, competitive rewards, comprehensive benefits, and a culture grounded in trust and high standards.
Hines is proud to be named to Fast Company’s annual list of the World’s Most Innovative Companies for 2024.
We are an equal opportunity employer and support workforce diversity.
No calls or emails from third parties at this time please.
Private Wealth Management Specialist Internship Market
Who's Hiring
- Baird16
- Brighton Jones6
- Glenmede Trust Company6G
- CIBC1
- Hines1
Tips for Your Private Wealth Management Specialist Internship Search
Apply earlier than you think you need to
Large wealth management firms and financial services employers recruit summer interns the preceding fall, often closing applications before winter break. Smaller companies and co-op programs post closer to their start dates. Checking listings in September and continuing through spring means you catch roles across both cycles.
Build portfolio proof before you apply
Private wealth management specialist hiring teams expect limited work history from interns, so your evidence has to come from projects. A linked financial model, a written investment thesis, or a mock client portfolio case study with documented methodology gives recruiters something concrete to assess before they ever meet you.
Work your campus network alongside direct applications
Campus career fairs surface structured programs tied to your university, and professors or career center staff often know which wealth management employers recruit from your school before roles post publicly. Applying directly to firms running smaller cohorts at the same time widens the pool you reach beyond what your campus alone can surface.
Practice the actual private wealth management intern screen out loud
Private wealth management specialist intern interviews typically include a case conversation, a markets or portfolio scenario, or a behavioral screen focused on client situations. Practice explaining your reasoning out loud, not just arriving at an answer, because interviewers weigh how you think through a problem as much as your conclusion.
Target structured rotational programs early
Larger wealth management and financial services firms run rotational or cohort-based internship programs built to train candidates new to the field. These programs recruit early in the fall cycle and fill fast. Identify the ones aligned with your interests and submit in the first application wave rather than waiting.
Set your work-type filter before you start searching
On-site roles are 17% of the private wealth management specialist internships listed here. Decide what you can realistically commit to before you start sorting through listings, then filter by location and work type so your time goes toward roles you can actually take.
Private Wealth Management Specialist Internships: Frequently Asked Questions
How do I get a private wealth management specialist internship?
Lead with coursework and projects rather than work history, since hiring teams expect limited experience at the intern level. For private wealth management specialist candidates, a documented financial analysis, a mock portfolio case study, or a written investment thesis gives recruiters something concrete to assess. Apply directly to employers and attend campus career fairs, where recruiters often move faster for students they meet in person.
Can a private wealth management specialist internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. For private wealth management specialist interns, what actually drives it is consistent performance on real client work, available headcount on the team, and understanding when return-offer decisions are made so you can ask for feedback before that window closes. Position for a return offer, but keep applying to other roles in parallel.
When should I apply for private wealth management specialist internships?
Earlier than most candidates expect. Large financial services and wealth management employers typically recruit summer interns the preceding fall, often as early as September or October. Smaller firms and co-op programs post closer to their start dates, so openings appear year-round. Checking listings regularly means you won't miss roles that open and fill quickly outside the main recruiting season.
Are private wealth management specialist internships paid?
Most professional private wealth management specialist internships in the United States are paid. Compensation varies by company size, industry segment, and location, and many listings show the pay range where the employer discloses it. Unpaid arrangements are uncommon at established firms and are increasingly rare as employer expectations around intern compensation have shifted.
What should a private wealth management specialist internship resume include?
Lead with projects rather than work history. Include two or three complete, documented projects, naming the tools used and where the work can be reviewed, such as a linked financial model, a published market analysis, or a written investment case study. Add relevant coursework in finance, economics, or accounting, list any relevant certifications in progress, and keep the whole document to one page.
Are there remote private wealth management specialist internships?
Yes. Remote and hybrid roles make up 83% of the private wealth management specialist internship listings here, with the rest on-site. Remote cohorts fill fast because they draw applicants from across the country, so apply early once you've decided what works for your situation. Use the work-type filter to see only the format you can commit to.
What is a private wealth management rotational internship?
Some larger wealth management and financial services firms run structured rotational internship programs that place candidates on two or three different teams, such as client advisory, portfolio analysis, and financial planning, over a single summer. These programs are built for people new to the field, recruit early in the fall recruiting cycle, and are competitive, so identify the ones that fit your background and apply in the first wave.
Can international students get private wealth management specialist internships?
Yes. F-1 students can intern through CPT while enrolled or through OPT work authorization after finishing a degree, and the employer does not have to file anything for either, so many companies are open to international interns. Confirm your eligibility and timing with your university's international student office before accepting an offer.
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