Private Wealth Management Intern (Summer 2027)

StephensStephensFayetteville, Arkansas, United States | Little Rock, Arkansas, United States | Memphis, Tennessee, United States
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Posted

8/17/2026

Employment

Full time

Range

Check website

Work style

On-site

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AI summary

Core responsibilities

Interns will assist the Private Wealth Management team with data analysis, research, and the creation of reports and presentations. They will also support wealth planning strategies and gain exposure to investment vehicles and client relationship development.

Requirements overview

Applicants should be college juniors, seniors, or graduate students in Business, Finance, Accounting, or related fields. A strong academic record, proficiency in Microsoft Excel, and a collaborative work ethic are required.

Key skills

Data analysisResearchAnalytical toolsSpreadsheet creationReportingPresentation skillsRetirement planningEstate planningInsurance planningInvestment vehiclesRegulatory oversightInvestor educationCompliance standardsClient relationship developmentCommunicationMicrosoft Excel

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Education requirements

bachelor degreepostgraduate degree

About Stephens

Industry

Financial Services

Employees

1,487

Type

Privately Held

Size

1,001-5,000 employees

Founded in 1933, Stephens is a family of privately-held, independent financial services firms focused on building value for companies, state and local governments, institutions and high-net-worth investors. We are headquartered in Little Rock, Arkansas, with offices in leading cities across the country and overseas. Since our founding, Stephens has pursued an independent course. We’ve built our firm on long-term relationships and enduring values, establishing an international reputation for vision, integrity and innovation. Free from herd mentality, short-term thinking and quarter-to-quarter imperatives, we’ve always stayed focused on the people who matter most: our clients. As investors and business owners ourselves, we have a unique perspective on the world. We understand the needs and concerns of individual investors, industry leaders and public interest stewards. Because we sit on the same side of the table as our clients, we are able to understand their goals and help build their future in partnership. © 2026 Stephens Inc. | Member NYSE, SIPC Disclosures: https://stephens.com/social-media http://www.stephens.com/

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Job categories

Finance & AccountingConsultingManagement & Leadership

Description

ABOUT STEPHENS We are a privately-held, family-owned investment firm. Our sophisticated intellectual capital coupled with deep financial experience means we invest with our client’s goals in mind. We offer a unique blend of investment management and wealth planning solutions as well as access to resources and guidance from our experienced professionals. In addition to private wealth management, Stephens provides investment banking services, fixed income and equities trading and sales, insurance and risk management, public finance and private capital. We have a national presence with strategic locations across the U.S. and in Europe. ESSENTIAL DUTIES AND RESPONSIBILITIES Stephens Intern Program is specifically designed to provide you with an in-depth view of what it is like to be a Financial Consultant. During the program, you are fully immersed in our culture and with our experienced Private Wealth Management support team that is dedicated to business development and the growth of the department as well as working one-on-one with other Financial Consultants. These tasks include: * Analyze data and develop solutions within Stephens’ platforms * Assist the Products & Services Team using research and analytical tools to create spreadsheets, reports and presentations * Support the Wealth Planning & Strategy Team with retirement, estate and insurance planning * Gain experience with investment vehicles, regulatory oversight, investor education and compliance standards * Learn the fundamentals of client relationship development, effective communication and customized wealth management strategies * Pass FINRA SIE EDUCATION College Junior or Senior in Business, Finance, Accounting or related field preferred. Graduate students in Business, Finance, Accounting or related field are welcome to apply. KNOWLEDGE, SKILLS & ABILITIES * A strong academic record * Microsoft Excel proficiency * A collaborative work ethic * Basic understanding of financial markets and investment solutions   UPLOAD COVER LETTER AND RESUME

Requirements

  • •Data analysis
  • •Research
  • •Analytical tools
  • •Spreadsheet creation
  • •Reporting
  • •Presentation skills
  • •Retirement planning
  • •Estate planning
  • •Insurance planning
  • •Investment vehicles
  • •Regulatory oversight
  • •Investor education
  • •Compliance standards
  • •Client relationship development
  • •Communication
  • •Microsoft Excel

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