Wealth Management Summer Internship: Client Advisory & Growth

Brightonjones

Dallas (TX)

On-site

USD 18,000 - 26,000

Part time

5 days ago
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Benefits offered by this job

Competitive compensation
Benefits package
Award-winning culture
Career growth

Job summary

Brighton Jones is seeking a Summer Intern in Dallas to gain exposure to financial planning, client service, and advisory work through real-world experience, mentorship, and cross-team collaboration.

You'll observe meetings, contribute to projects across investments and planning, and participate in career development programs, with a pathway toward full-time opportunities after graduation.

Qualifications

  • Demonstrates genuine curiosity about financial planning, wealth management and helping others.
  • Exhibits coachability and willingness to learn, with strong communication skills.
  • Shows strong relationship-building, collaboration, and ability to handle multiple priorities.

Responsibilities

  • Observe client meetings, assist in team prep meetings, and contribute to mock client presentations.
  • Engage in meaningful projects across investments, planning, marketing, operations, and tax planning.
  • Receive ongoing coaching and participate in career development programming.

Skills

Communication
Team collaboration
Attention to detail
Multi-tasking
Growth mindset
Initiative
Relationship-building
Curiosity about financial planning
Coachability

Education

Bachelor's degree in progress

Job description

Brighton Jones is seeking a Summer Intern in Dallas to gain exposure to financial planning, client service, and advisory work through real-world experience, mentorship, and cross-team collaboration.

You'll observe meetings, contribute to projects across investments and planning, and participate in career development programs, with a pathway toward full-time opportunities after graduation.

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