Impactful Wealth Planning Intern – Hybrid (Summer)

Perigon Wealth Management, LLC; Northern (KY); Hybrid; USD 21,000 - 34,000; Part time

Job summary

Perigon Wealth Management, LLC is offering a paid Summer Internship Program designed to immerse college students in wealth management, investing, financial planning, and client service. The role features department rotations, mentorship, and a final capstone project, with hands-on experience across multiple teams.

The program emphasizes curiosity, initiative, and collaboration, with a hybrid work arrangement and up to 30 hours per week.

Qualifications

• Currently enrolled in college or university; Finance, Business, Economics or related majors preferred.
• Targeting rising seniors, but must be a junior, senior, or postgraduate.
• GPA requirement: 3.0.
• Genuine interest in wealth management, financial planning, investing, and client experience.
• Roll-up-your-sleeves attitude—willing to jump in, take initiative, and help wherever needed.
• Strong communication and relationship-building skills, with an interest in client engagement and collaborating with others.

Responsibilities

• Participate in department rotations across Financial Planning, Investment Research, Client Services, Operations, Compliance, People & Culture, and Marketing & Business Development.
• Complete a capstone project over the final 8 weeks and present findings to firm leadership.
• Build relationships with mentors and professionals across Perigon.
• Learn how a wealth-management firm operates and contribute to client experience initiatives.

Skills

Strong communication

Relationship-building

Team-oriented

Professionalism

Adaptability

Ownership

Curiosity

Initiative

Hard-working

Education

Finance/Business/Economics major

GPA 3.0

Job description

Perigon Wealth Management, LLC is offering a paid Summer Internship Program designed to immerse college students in wealth management, investing, financial planning, and client service. The role features department rotations, mentorship, and a final capstone project, with hands-on experience across multiple teams.

The program emphasizes curiosity, initiative, and collaboration, with a hybrid work arrangement and up to 30 hours per week.