Private Wealth Management Internship - Summer 2027 at William Blair

Job description

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership. William Blair – Private Wealth Management Internship Summer 2027 William Blair’s Private Wealth Management team partners with high-net-worth individuals and families, business owners, endowments, and foundations to deliver sophisticated investment advice and comprehensive wealth management solutions. Our advisors leverage the firm’s global resources, including industry-leading equity research, wealth planning, and consulting services—to help clients achieve their financial objectives, preserve their legacies, and make a meaningful impact in their communities. William Blair’s culture is defined by long-term relationships and stability, reflected in an average advisor tenure of 15 years at the firm and 24 years in the industry. As of June 30, 2025, Private Wealth Management oversees $78.5 billion in client assets, with offices in Chicago, Atlanta, Baltimore, Beverly Hills, Boston, Denver, New York, Philadelphia, and San Francisco. Program Overview The Private Wealth Management Internship offers a comprehensive, hands-on introduction to advising high-net-worth clients. Interns gain exposure to the full spectrum of wealth management, including financial planning, portfolio construction, investment research, and client relationship management. This immersive experience is designed to develop both technical and interpersonal skills in a collaborative, team-oriented environment. Key Responsibilities Interns will actively contribute to advisory teams & other PWM departments through a variety of meaningful assignments, including: Preparing client presentations and financial analyses Conducting research on financial markets, investment strategies, and economic trends Supporting portfolio reviews, performance analysis, and account-related initiatives Assisting with CRM updates, data management, and reporting processes Observing client meetings and internal strategy discussions, where appropriate Participating in team projects and firm-wide intern programming Qualifications Academic Requirements Currently pursuing a bachelor’s degree with an expected graduation date between December 2027 and June 2029 Minimum cumulative GPA of 3.5 or higher Skills & Attributes Strong analytical, organizational, and problem-solving abilities Proficiency in Microsoft Office, particularly Excel and PowerPoint Excellent communication, interpersonal, and presentation skills Ability to manage multiple priorities in a fast-paced, team-oriented environment Demonstrated interest in Private Wealth Management and financial markets High level of professionalism, initiative, and intellectual curiosity What We Look For Successful candidates bring a combination of academic excellence, genuine interest in financial markets, and a desire to build long-term client relationships. We value individuals who are collaborative, adaptable, and eager to contribute in a dynamic and client-focused environment. A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range $23 — $23 USD About Our Firm William