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2026 Summer Intern - Business Unit of the CFO (Wealth Management) ( 250000GY )

**Primary Location** : UNITED STATES-NC-Charlotte

**Organization** : Equitable

**Schedule** : Full-time

Description

At Equitable, our power is in our people.

We’re individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you’ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The Business Unit CFO intern is a member of the Business Area CFO team within the Finance organization. In this visible role, you will have the opportunity to support in the development of Equitable’s strategic plan, drive efforts to improve efficiency and productivity and partner with senior leaders to identify, evaluate, analyze and deliver key insights across our business units. The Business Area CFO team provides financial guidance and support to the business areas within Equitable.

Internship Description

+ Assist with financial report preparation, modeling, and analysis

+ Research and benchmarking industry data

+ Help with arranging meetings and presentations

+ Work under supervision of team leaders and other mentors

+ Assist with preparing communications, assist with presentations and related support materials

Internship Details

Dates: Nine week program starting in early June 2026

Work Environment: Hybrid / Flexible (required to be in the office 3 days/week)

Hourly Rate: $22/hour

Qualifications

+ Rising College Senior (Class of 2027)

+ Business Majors with a concentration in Accounting, Finance, Business Analytics or related

+ General understanding of accounting, financial modeling, and reporting concepts

+ Strong desire to learn and apply new concepts

+ Ability to multi-task while continuing to ensure attention to detail

+ Excellent written/verbal communications and listening skills

+ Proficient in Microsoft Office programs such as Power Point, Word, Excel

+ Ability to work the full duration of the 9-week program

Competencies and Skills

+ **Accuracy and Attention to Detail:** Understanding the necessity and value of accuracy; ability to complete tasks with high level of precision.

+ **Managing Multiple Priorities:** Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, project, groups or activities, making effective judgments as to prioritizing and time allocation.

+ **Adapts and learns:** Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn.

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.

***

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 [email protected].

**Req ID:** 250000GY