Private Wealth Management Fall 2018 Internship

Areas of Interest:

Private Wealth Management


Atlanta, Georgia, Chicago, Illinois, San Francisco, California

Date Posted:


Job ID:


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Company Description:

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is headquartered in Chicago and, together with its strategic partners, operates in more than 20 offices worldwide.

About the Team:

Private Wealth Management’s financial advisors work with high-net-worth individuals and their families, business owners, endowments, and foundations to provide quality investment advice and thoughtful wealth management solutions. Advisors rely on the global resources and services of the firm, including William Blair’s renowned equity research, wealth planning services, and consulting services group, to help their clients achieve their goals, strengthen their legacies, and enrich their communities. The average tenure of a wealth advisor at William Blair is 15 years with the firm and 24 years in the industry which is a testament to the stability of our firm and our people. As of March 31, 2018, William Blair Private Wealth Management oversees $32.4 billion in client assets. In addition to the Chicago-based office, there are private wealth management offices in Atlanta, Boston, New York, and San Francisco. 

Job Summary & Responsibilities:

Perform various operational and administrative activities in the Private Client Advisors Department, working directly with our Registered Portfolio Associates and/or Financial Advisors. The position is project-oriented, and assignments/responsibilities will be varied. Examples include:

  • Taking notes and summarizing investment calls
  • Assisting with research on potential investment opportunities
  • General market and economic research for client meetings and pitches
  • Helping to manage existing business more efficiently


  • Flexible mindset and able to manage different projects and tasks simultaneously.
  • Must be currently pursuing a Bachelor's degree. GPA of 3.0+ required.
  • Experience with Microsoft Office required.
  • Proficiency in Microsoft Office products required.
  • Excellent communication skills.
  • Interest in Private Wealth Management. 
  • Desire to work in a team environment.

As a William Blair associate, you’ll enjoy Medical, Dental, Life and AD&D Insurance, along with a generous profit sharing program that includes a 401K plan in addition to a firm contribution. We also offer three weeks of vacation, flexible spending accounts, a business casual dress code, a 75% discounted commissions on trades, and discounts at restaurants, museums, parks and retailers.

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for.

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