Job Description
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwe'vehoned since 1859.
Equitable'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 analyzing market trends, supporting strategic initiatives, and helping develop insights that drive decision‑making across our Retirement and Wealth Management businesses.
In this role, you'll be working with leaders 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 and finance come together in a modern, client‑focused organization, this internship gives you the exposure and impact you're looking for.
What You'll Be Doing
- Support market research on industry trends, competitors, and customer behavior within Wealth Management
- Analyze data and create insights that help shape strategy for Retirement and Wealth Management initiatives
- Assist in developing executive‑ready presentations, dashboards, and summaries for leadership
- Partner with team members across Wealth Management to support ongoing strategic projects
- Help evaluate business performance, product positioning, and opportunities for growth
- Participate in team meetings, brainstorming sessions, and cross‑functional discussions
- Contribute fresh ideas, creative problem‑solving, and a student perspective to key team initiatives
Internship Details
Dates: Nine week program starting in early June 2026
Hourly Rate: $22/hour
Location: New York, NY; Charlotte, NC or Syracuse, NY
This position offers a hybrid work schedule, with 2-3 days in office combining flexibility with team collaboration.
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
Housing: Intern housing available
Work Environment: This position offers a hybrid work schedule, with an on-site presence of 3 days per week combining flexibility with team collaboration
What You'll Bring
- Must be entering your junior or senior year of college at the time of the internship
- Strong analytical, research, and problem‑solving skills
- Ability to turn data and insights into clear, compelling narratives
- Interest in financial services, wealth management, or business strategy
- Proficient with Microsoft Office tools (Excel, PowerPoint, Word); exposure to data tools is a plus
- Strong communication skills and comfort working with leaders and cross‑functional teams
- Self‑starter mindset with curiosity, initiative, and the ability to work in a hybrid 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 .
