Wealth Management Summer Internship: Client Advisory

Brighton Jones

Dallas, Northern (TX, KY)

Hybrid

USD 18,000 - 26,000

Full time

6 days ago
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Benefits offered by this job

Competitive compensation
Mentorship program
In-office internship

Job summary

Brighton Jones is offering a Summer Intern position that provides hands-on exposure to financial planning, client service, and advisory work through real-world experiences, mentorship, and cross-team collaboration. The program runs June 14th to August 5th, 2027, in-office, with opportunities to work on projects across investments, impact, marketing, operations, tax planning, MESI, and more.

Applicants should be on track to graduate between December 2027 and June 2028, be authorized to work in

Qualifications

  • Genuine curiosity about wealth management and helping clients achieve goals.
  • Growth mindset with coachability and willingness to learn.
  • Strong relationship-building and collaboration skills; ability to learn from others.
  • Accountability and ownership; follow-through on commitments.

Responsibilities

  • Gain exposure to financial planning, client service and advisory work through real-world projects.
  • Observe client meetings and participate in team prep meetings.
  • Collaborate with teams across the firm on meaningful projects and mentorship sessions.

Skills

Curiosity about financial planning
Growth mindset
Relationship-building
Accountability
Initiative
Communication skills
Attention to detail
Service-oriented mindset

Education

Pursuing bachelor's degree

Job description

Brighton Jones is offering a Summer Intern position that provides hands-on exposure to financial planning, client service, and advisory work through real-world experiences, mentorship, and cross-team collaboration. The program runs June 14th to August 5th, 2027, in-office, with opportunities to work on projects across investments, impact, marketing, operations, tax planning, MESI, and more.

Applicants should be on track to graduate between December 2027 and June 2028, be authorized to work in

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