About the role#
Freestone Capital Management is seeking a Wealth Management Intern for our Client Advisory Team in San Francisco. This program runs from mid-June to August 2027 for a minimum of nine weeks. You will gain hands-on experience in wealth management through workshops, projects, and daily assignments. Interns work on a cross-functional project to present investment and planning recommendations to advisors based on real-world client scenarios.
What you'll do#
- Provide operational and administrative support to Client Advisor Teams.
- Organize, track, and assist with team projects.
- Prepare forms such as account applications, beneficiary updates, and money movements.
- Assist in the preparation of marketing materials and proposals for prospective client meetings.
- Manage client data and information within our CRM and reporting systems.
- Take on additional ad hoc responsibilities as capacity allows.
What you'll need#
- Current status as a rising senior pursuing a degree in Finance.
- Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
- Strong attention to detail and a focus on operational processes.
- Excellent listening, written, and verbal communication skills.
- Ability to work effectively within a team environment.
- Strong time management skills with the ability to handle multiple priorities.
- Capability to manage projects independently and take on responsibility.
- Demonstrated interpersonal and client service skills.
Location & details#
- Location: San Francisco, California.
- Term: Summer 2027.
- Modality: On-site.
- Employment: Full-time.
- Compensation: $28 per hour, plus a lunch stipend Monday through Thursday.
- Sponsorship: Not available.
About Freestone Capital Management
Freestone Capital Management is a wealth advisor based in Seattle. Founded in 1999, the firm operates as an independent, fee-only organization. It serves high net worth individuals and families. The company provides services in wealth planning, asset management, and alternative investments. It employs between 51 and 200 people.
How to get in at Freestone Capital Management
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