About the role#
As a Private Wealth Management Summer Intern, you will gain exposure to financial planning, client service, and advisory work. This role provides real-world experience through mentorship and collaboration with teams across the firm. You will contribute to projects and develop skills that serve as a foundation for a career in wealth management.
What you'll do#
- Observe client meetings and participate in team preparation sessions.
- Apply your learning through a mock client presentation.
- Work on projects across investments, impact, marketing, operations, tax planning, and MESI.
- Engage in career development programming and collaborate with interns across the country.
- Participate in team outings, committee events, and firmwide activities.
- Take part in volunteer opportunities.
What you'll need#
- On track to graduate with a bachelor's degree between December 2027 and June 2028.
- Eligible for consideration for future full-time opportunities following graduation.
- Authorized to work in the United States without sponsorship.
- Genuine curiosity about financial planning and wealth management.
- A growth mindset, coachability, and a willingness to seek feedback.
- Commitment to continuous learning.
- Strong relationship-building and collaboration skills.
- Accountability, ownership, and initiative.
- Strong communication skills.
- Attention to detail and the ability to manage multiple priorities.
- A service-oriented mindset.
Location & details#
- Location: Dallas, Texas.
- Term: Summer 2027 (June 14th to August 5th).
- Modality: On-site, up to 40 hours per week.
- Compensation: $16.00 per hour.
About Brighton Jones
Brighton Jones is a financial services firm based in Seattle. Founded in 1999, the company provides wealth management, tax planning, and retirement services. It employs between 201 and 500 people. The firm focuses on aligning financial strategies with the personal goals and values of its clients.
How to get in at Brighton Jones
Applying early gives you a distinct advantage at Brighton Jones, as recruiters often review candidates before the applicant pool becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published, helping you stay ahead of the crowd. You save time by knowing exactly when to submit your materials. Reaching out to the right person is more effective than waiting for a response from a general portal. Intern Insider surfaces the recruiters behind the company roles so you can contact them directly for a referral or to ask specific questions. This approach often improves your response rate compared to submitting an application into a queue.
