Paid Wealth Management Strategy Intern (Remote)

Perigon Wealth Management; San Francisco (CA); Remote; USD 22,000 - 33,000; Full time

Job summary

Perigon Wealth Management offers a paid Summer Internship Program designed to give students hands-on exposure to wealth management, investing, financial planning, and client service. The 10–12 week program runs starting June 7, 2027, with up to 30 hours per week and a remote work setup.

You will participate in onboarding, department rotations across Planning, Research, Client Services, Operations, Compliance, People & Culture, and Marketing, and work on corporate development and capstone

Qualifications

• Currently enrolled in a college or university (Finance, Business, Economics, or related majors preferred).
• Must be a junior, senior, or postgraduate.
• GPA requirement: 3.5 or higher.
• Genuine interest in wealth management, financial planning, investing, and client experience.
• A roll-up-your-sleeves attitude—willing to jump in, take initiative, and help wherever needed.

Responsibilities

• Onboarding and immersion into Perigon’s mission, values, and client service approach.
• Rotate through Financial Planning, Investment Research, Client Services, Operations, Compliance, People & Culture, and Marketing & Business Development.
• Support strategic initiatives with market research, industry analysis, and growth opportunities.
• Complete a capstone project and present recommendations to leadership.
• Engage in mentorship and networking across Perigon.

Skills

Curiosity

Initiative

Team-oriented

Communication

Professionalism

Adaptability

Ownership

Questioning

Learning mindset

Education

Currently enrolled in college/university (Finance, Business, Economics or related majors)

Junior/Senior/Postgraduate status

GPA 3.5 or higher

Job description

Perigon Wealth Management offers a paid Summer Internship Program designed to give students hands-on exposure to wealth management, investing, financial planning, and client service. The 10–12 week program runs starting June 7, 2027, with up to 30 hours per week and a remote work setup.

You will participate in onboarding, department rotations across Planning, Research, Client Services, Operations, Compliance, People & Culture, and Marketing, and work on corporate development and capstone