Remote Digital Strategy Intern – Wealth Management

CFP Board of Standards Inc.; United States; Remote; USD 30,000 - 36,000; Part time

Benefits offered by this job

Paid internship

Remote work

Job summary

Perigon Wealth Management is offering a paid summer internship for college students interested in finance, investing, and client services. The 10‑week program runs from June 7, 2027, with up to 30 hours per week and a remote work setup.

The internship provides onboarding, department rotations, a capstone project, mentorship, and networking opportunities across Planning, Research, Client Services, Operations, Compliance, People & Culture, and Marketing.

Qualifications

• Currently enrolled in a college or university (Finance, Business, Economics, or related majors preferred).
• Must be a junior, senior, or postgraduate with a 3.0 GPA or higher.
• Strong interest in wealth management and financial planning; eager to learn and collaborate.

Responsibilities

• Assist Digital Strategy team with growth initiatives for campaigns and data analysis.
• Research new data sets and evaluate third‑party data providers and enrichment tools.
• Draft messaging for sequences; design and run A/B tests on subject lines and copy.
• Build dashboards and visualizations to track campaign performance across channels.
• Support measurement of growth automation tools and optimize workflows.
• Document findings and present recommendations to the Digital Strategy team.

Skills

Strong interest in wealth management

Excellent communication skills

Analytical skills

Engineering, data and AI

Education

Finance, Business, Economics majors preferred

Job description

Perigon Wealth Management is offering a paid summer internship for college students interested in finance, investing, and client services. The 10‑week program runs from June 7, 2027, with up to 30 hours per week and a remote work setup.

The internship provides onboarding, department rotations, a capstone project, mentorship, and networking opportunities across Planning, Research, Client Services, Operations, Compliance, People & Culture, and Marketing.