Wealth Management Intern - Summer 2027

Freestone Capital Management; San Francisco (CA); On-site; USD 33,000 - 44,000; Full time

Benefits offered by this job

Lunch stipend

Hourly wage $28/hr

Potential for college credit

Job summary

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

Successful candidates will have a finance-focused academic record and a passion for efficiency, problem solving, and client service.

Qualifications

• Rising seniors pursuing a Finance degree.
• Excellent MS Office skills (Word/Excel/PowerPoint/Outlook).
• Strong attention to detail and operational processes.
• Exceptional listening, written and verbal communication skills.
• Ability to thrive in a team environment.
• Time management and organization; handle multiple priorities.
• Capability to manage projects independently and take responsibility.
• Demonstrated outstanding client service and interpersonal skills.

Responsibilities

• Provide operational and administrative support to Client Advisor Teams.
• Organize, track, and assist with team projects to completion.
• Prepare forms such as account applications and updates.
• Assist in preparing marketing materials and proposals for meetings.
• Organize client data in CRM and reporting systems.
• Take on additional ad hoc responsibilities as capacity allows.

Skills

Communication

Teamwork

Time management

Attention to detail

Client service

Education

Finance degree in progress

Tools

Microsoft Office

Excel

PowerPoint

Outlook

Job description

Who We Are

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $15 billion in assets under management. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.

About The Role

Freestone is searching for qualified candidates to join us as Wealth Management Interns with our Client Advisory Team in San Francisco, CA. The internship will run from mid June to August 2027 (minimum of 9 weeks total), and includes a structured program designed to provide undergraduate students with hands‑on experience in wealth management and training in financial planning, investments, and client service through workshops, projects, and ad/hoc assignments. As the summer progresses, interns may have the opportunity to apply their knowledge with the completion of a cross‑functional project, presenting investment and planning recommendations to advisors based on real‑world client situations. This experience provides practical skills, professional development, and valuable insight into a career in financial services.

Successful candidates for this position will have a demonstrated track record of both educational and professional achievement, along with a passion for going above and beyond, operational efficiency, proactive problem solving and a strong interest in financial services.

Key Responsibilities

• Provide operational and administrative support to the Client Advisor Teams in their daily business practices.
• 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.

Qualifications And Skills

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

Compensation

• Potential for college credit if applicable.
• Lunch stipend M-Th.
• The expected hourly wage for this position is $28/hr (relocation and housing assistance is not provided).

Our Core Values

• Commitment: You bring passion, integrity, and energy to everything you do
• Collaboration: Working together makes us stronger, smarter, and more innovative
• Continuous Improvement: We're all about growth - both for our clients and ourselves

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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