Wealth Management Intern: Client Advisory & Operations

Freestone Capital Management, LLC; San Francisco, Northern (CA, KY); Hybrid; USD 32,000 - 45,000; Full time

Benefits offered by this job

Lunch stipend M-Th.

Job summary

Freestone Capital Management, LLC in San Francisco, CA, is seeking Wealth Management Interns to join our Client Advisory Team. The internship runs from mid June to August 2027 (minimum 9 weeks) with hands-on experience in wealth management, financial planning, investments, and client service through workshops, projects, and ad-hoc assignments.

Interns may have the opportunity to apply knowledge through a cross-functional project, presenting investment and planning recommendations to advisors.

Qualifications

• Rising Senior pursuing a Finance degree.
• Strong Microsoft Office Suite skills (Word, Excel, PowerPoint, Outlook).
• Excellent attention to detail and strong operational processes.
• Exceptional listening, written and verbal communication skills.
• Ability to thrive in a team environment.
• Time management and ability to manage multiple responsibilities.
• Capability to manage projects independently and readiness to assume responsibility.
• Demonstrated outstanding client service and interpersonal skills.

Responsibilities

• Provide operational and administrative support to the Client Advisor Teams.
• Help organize, track, and assist with team projects, seeing them through to a successful completion.
• Provide back‑office assistance to associate team members by preparing forms such as account applications, beneficiary updates, money movements, etc.
• Assist in preparing relevant marketing materials and proposals for prospective client meetings.
• Aid in organizing client data and other key client information in our CRM and reporting systems.
• Additional ad hoc responsibilities as capacity allows.

Skills

Microsoft Office Suite

Attention to detail

Communication skills

Teamwork

Time management

Project management

Client service

Education

Finance degree (rising senior)

Tools

Microsoft Office

Job description

Freestone Capital Management, LLC in San Francisco, CA, is seeking Wealth Management Interns to join our Client Advisory Team. The internship runs from mid June to August 2027 (minimum 9 weeks) with hands-on experience in wealth management, financial planning, investments, and client service through workshops, projects, and ad-hoc assignments.

Interns may have the opportunity to apply knowledge through a cross-functional project, presenting investment and planning recommendations to advisors.