Wealth Management Summer Analyst: Client Advisory & Growth

Brightonjones; Boston (MA); On-site; USD 20,000 - 29,000; Full time

Benefits offered by this job

Competitive compensation

Potential for college credits

Inclusive culture and community

Job summary

Brighton Jones in Boston is seeking a Summer Intern to gain exposure to financial planning, client service, and advisory work through real-world experience, mentorship, and collaboration with teams across the firm. You'll have the opportunity to contribute to meaningful projects, build lasting relationships, and develop the skills that can serve as the foundation for a future career in wealth management.

Program dates are June 14 through August 5, 2027, with priority consideration for early

Qualifications

• Genuine interest in financial planning and wealth management.
• Willingness to learn across investments, impacts, marketing, operations, tax planning, MESI, and more.
• Commitment to ongoing learning and professional development.

Responsibilities

• Observe client meetings, participate in team prep meetings, and apply learning through mock client presentations.
• Work on meaningful projects while gaining exposure to different areas of the business, including investments, impact, marketing, operations, tax planning, MESI, and more.
• Receive ongoing coaching, feedback, and support from experienced professionals to learn and grow throughout the summer.

Skills

Strong communication

Curiosity about wealth management

Team collaboration

Professional growth mindset

Education

Pursuing bachelor's degree

On track to graduate 2027-2028

Job description

Brighton Jones in Boston is seeking a Summer Intern to gain exposure to financial planning, client service, and advisory work through real-world experience, mentorship, and collaboration with teams across the firm. You'll have the opportunity to contribute to meaningful projects, build lasting relationships, and develop the skills that can serve as the foundation for a future career in wealth management.

Program dates are June 14 through August 5, 2027, with priority consideration for early