Global Private Bank Advisor Program; Summer Analyst; US Private Bank
Listed on 2026-09-09
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Finance & Banking
Banking & Finance, Financial Advisor / Consultant, Financial Sales, Wealth Management
Atlanta, GA, United States and 52 more
- Job Identification
- Job Category Analysts
- Business Unit Asset & Wealth Management
- Posting Date 01/08/2026, 06:31 PM
- Locations Atlanta, GA, United States Fort Worth, TX, United States Grand Rapids, MI, United States Greenwich, CT, United States Nashville, TN, United States Houston, TX, United States Indianapolis, IN, United States Irvine, CA, United States Jacksonville, FL, United States Las Vegas, NV, United States Greenvale, NY, United States Los Angeles, CA, United States Miami, FL, United States Milwaukee, WI, United States Minneapolis, MN, United States New Orleans, LA, United States New York, NY, United States Oklahoma City, OK, United States Orlando, FL, United States Palm Beach, FL, United States Palo Alto, CA, United States Pasadena, CA, United States Philadelphia, PA, United States Pittsburgh, PA, United States Rochester, NY, United States Salt Lake City, UT, United States San Diego, CA, United States San Antonio, TX, United States San Francisco, CA, United States Scottsdale, AZ, United States Seattle, WA, United States Manhattan Beach, CA, United States St Louis, MO, United States Summit, NJ, United States Tampa, FL, United States Tulsa, OK, United States Washington, DC, United States Westlake Village, CA, United States Austin, TX, United States Baltimore, MD, United States Baton Rouge, LA, United States Birmingham, AL, United States Boston, MA, United States Charlotte, NC, United States Chicago, IL, United States Cincinnati, OH, United States Cleveland, OH, United States Columbus, OH, United States Dallas, TX, United States Denver, CO, United States Walnut Creek, CA, United States Fort Lauderdale, FL, United States Birmingham, MI, United States
- Job Schedule Full time
- Base Pay/Salary Los Angeles,CA $-$;
Rochester,NY $-$;
Greenwich,CT $-$;
Greenvale,NY $-$;
Manhattan Beach,CA $-$;
Westlake Village,CA $-$;
San Diego,CA $-$;
Washington,DC $-$;
Las Vegas,NV $-$;
Summit,NJ $-$;
Seattle,WA $-$;
Walnut Creek,CA $-$;
Chicago,IL $-$;
Baltimore,MD $-$;
Pasadena,CA $-$;
Denver,CO $-$;
Boston,MA $-$;
San Francisco,CA $-$;
Palo Alto,CA $-$;
Irvine,CA $-$;
Minneapolis,MN $-$;
New York,NY $-$;
Cleveland,OH $-$
If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.
Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer.
Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.
Job Responsibilities:- Work with a team of advisors and specialists to bring in new clients and serve existing clients
- Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Skills:
- Pursuing a Bachelor’s or Master’s degree (Excluding MBA);
Master's must be within 2 years of Bachelor's. - Expected graduation date between December 2027 and June 2028.
- Currently attending a college/university in the U.S.
- Highly driven, inquisitive, and proactive, with a strong desire to learn.
- Enjoys working in teams to develop complex solutions.
- Exceptional interpersonal, communication,…
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