2026 Summer Intern - Wealth Management (HYBRID)

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. 

Equitable Advisor’s Wealth Management team is seeking a motivated Summer Intern to contribute to meaningful work that shapes how we support clients and financial professionals across the country. As part of this team, you’ll gain hands‑on experience learning about advisor and client experiences, analyzing market trends, supporting strategic initiatives, and helping develop insights that drive decision‑making across our Wealth Management business.

In this role, you’ll be working with teams across Wealth Management, contributing to meaningful projects, and building executive‑ready deliverables that showcase your skills. If you’re curious, data‑driven, and excited to see how strategy, technology and finance come together in a modern, client‑focused organization, this internship gives you the exposure and impact you’re looking for.

This position offers a hybrid work schedule, with 1 day in office combining flexibility with team collaboration.

What You'll Be Doing

• Operate at the intersection of advisor effectiveness, technology, and client impact by supporting the translation of strategic priorities into measurable operational outcomes through research, analysis, coordination, and continuous workflow optimization.
• Research and assess emerging and existing AI forward tools that can be leveraged by field professionals to enhance day to day productivity, decision making, and operational efficiency.
• Partner cross functionally with Digital, Sales, Marketing, Compliance and Technology teams to gain hands on experience supporting initiatives related to platform enhancements, data reporting and insights, operational readiness, and advisor and client touchpoints.

• Support the evaluation and refinement of go to market strategies for advisor  and client facing initiatives, helping ensure seamless integration across the ecosystem and a consistent, frictionless customer engagement experience. 

   

Internship Details

Dates:  Nine week program starting in early June 2026
Hourly Rate:  $22/hour
Location:  New York, NY; Charlotte, NC or Syracuse, NY

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please refer to the link below.

Equitable Pay and Benefits:  : Equitable Total Rewards Program
 

What You'll Bring

• Strong analytical and problem solving skills, with the ability to synthesize information, identify opportunities for improvement, and translate insights into actionable recommendations.
• Demonstrated interest in technology, digital platforms, and emerging AI enabled tools, particularly how they can enhance productivity, advisor effectiveness, and client experiences.
• Excellent communication and collaboration skills, with the ability to work effectively across cross functional teams.
• An organized, detail oriented mindset, capable of managing multiple workstreams, supporting execution against deadlines, and contributing to readiness initiatives.
• Curiosity and a learning oriented approach, with a willingness to ask questions, challenge assumptions, and continuously improve workflows, processes, and standard operating procedures.
• Proficiency with common business and productivity tools (e.g., Excel, PowerPoint, collaboration platforms), with the ability to quickly learn new systems and adapt in a fast paced environment.
   

Skills

• Analytical and critical thinking skills, with the ability to evaluate data, processes, and tools to identify insights, risks, and opportunities for improvement.
• Strong written and verbal communication skills, enabling clear documentation of findings and effective collaboration with functional stakeholders.
• Technical and digital fluency, including comfort with core productivity tools and the ability to quickly learn new systems, platforms, and AI‑enabled technologies.
• Program coordination and execution skills, with the ability to prioritize tasks, manage details, and support multiple initiatives in a fast‑paced, team‑oriented environment

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. 

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. 

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.  Click Careers at Equitable to learn more. 

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. 

NOTE: Equitable participates in the E-Verify program. 

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.