Private Wealth Management Internship Program | Stephens

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Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.

Leadership

Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

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Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Our Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

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Proven industry-leading research, global market insights, and client-focused execution.

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Stephens Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

Students and Graduates

Private Wealth Management Internship


The Experience

The Stephens Private Wealth Management Summer Internship Program is an extraordinary opportunity to gain firsthand experience of what it takes to have a successful career in the financial services industry. Our summer intern program begins in Stephens’ Little Rock headquarters, but the interns may also learn in Stephens’ Fayetteville, AR branch, or the Memphis, TN branch as well. The program offers a fast paced experience in a high performance culture for someone who is interested in becoming a financial consultant.

During this elite program, summer interns are given the opportunity to work daily alongside our analysts in the Private Wealth Management associate two year program. You will gain in-depth knowledge from industry professionals in developing effective presentation and communication skills, high-level understanding of investment solutions available for clients, interactive experience with retirement and estate planning specialists and the ability to evaluate client portfolios including individual equity and bond analysis.

During my summer internship in Private Wealth Management, working alongside the product and services team enhanced my understanding of the industry. Direct exposure to experienced advisors provided valuable insights into the management of client assets and relationships, equipping me with the necessary skills for my career.

Max Eichler
Associate, Private Wealth Management

The Private Wealth Management summer internship provided me with valuable industry experience through collaboration with a wide range of industry professionals. Stephens cultivated my understanding of our role in a client’s life and the skills needed to succeed, which provided a seamless transition into the beginning of my career.

Evelyn Griffith
Associate, Private Wealth Management

The Private Wealth Management summer internship program at Stephens Inc. is a top-tier opportunity in the financial services industry. With access to experienced professionals and hands-on learning, interns leave the program well-equipped to start their careers. After completing the internship, it became clear that Stephens Inc. was the kind of firm I wanted to be a part of.

Logan Orr
Associate, Private Wealth Management

My summer at Stephens within Private Wealth Management was an invaluable learning experience that gave me a strong foundation in private wealth management. Collaborating with seasoned advisors and product teams provided real-world insights that jumpstarted my career. The supportive, team-oriented culture at Stephens made it all the more rewarding.

Hunter Harrison
Financial Consultant, Private Wealth Management

Upon completion of the internship, participants are given priority when interviewing for a full-time position in our two year analyst training program within Private Wealth Management for the following year.

Stephens Private Wealth Management provides clients with a range of investment services from portfolio analysis to long-term planning. As an expanding area of the firm, we are seeking college students with a background in business, finance and/or accounting to join our exclusive internship program.


An Extraordinary Opportunity

  • 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
  • Completion of the SIE exam


A High Performance Culture

Additionally, candidates must have:

  • A strong academic record
  • Intuitive problem solving
  • Microsoft Excel proficiency
  • Exemplary communication skills
  • A collaborative work ethic
  • Basic understanding of financial markets and investment solutions
  • Desire to be in the financial services industry

FAQ

What does the recruiting process look like?

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*The following dates are all subject to change. To receive the latest information about info sessions and applications, sign up for our distribution list below.

Applications open on the first business day of August and close towards the end of September. During your application, you will have the ability to select from the available summer
internship locations. These options may change from year-to-year, and we will fill the positions based on the number of positions available at the location and discretion of senior management.

Interviews begin in September. This typically consists of several virtual interviews and if selected, you will be invited to a final virtual interview with leadership from the Private Wealth
Management department. Your final virtual discussion with leadership is usually your last interview, but sometimes you may receive a follow-up virtual interview for clarification.

Do you only recruit from certain target schools?

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When does the program start?

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    1. This material includes testimonials from former Interns of Stephens. Viewpoints represent the type of Intern experience Stephens strives to achieve. The experience of these former Interns are not necessarily representative of the experience of all Interns, and no assurance can be given that future Interns will have similar experiences.