Wealth Management Summer Internship: Client Experience

Brightonjones; Washington (District of Columbia); On-site; USD 22,000 - 30,000; Part time

Job summary

Brighton Jones in Washington, DC is seeking a Summer Intern to gain exposure to financial planning, client service, and advisory work through real-world experience and mentorship. The program runs June 14th to August 5th, 2027, with priority consideration for applicants graduating between December 2027 and June 2028.

This role is in-office, up to 40 hours per week, at $19 per hour, with potential college credits.

Qualifications

• Genuine curiosity about financial planning, wealth management, and helping others achieve their goals.
• Growth mindset demonstrated through coachability and a commitment to learning.
• Strong relationship-building and collaboration skills within a team.
• Accountability and ownership, delivering high-quality work.
• Initiative and resourcefulness to add value.
• Strong communication skills and active listening.
• Attention to detail and ability to manage multiple priorities.
• Service-oriented mindset and teamwork.

Responsibilities

• Observe client meetings and participate in team prep meetings.
• Work on projects across investments, impact, marketing, operations, tax planning, MESI, and more.
• Receive ongoing coaching and participate in career development programming.
• Collaborate with interns nationwide on team projects, presentations, and book club discussions.
• Build relationships across the firm to deliver a holistic client experience.

Skills

Curiosity about financial planning

Growth mindset

Relationship-building

Accountability

Initiative

Communication

Attention to detail

Team collaboration

Education

Bachelor's degree (on track to graduate Dec 2027 - Jun 2028)

Job description

Brighton Jones in Washington, DC is seeking a Summer Intern to gain exposure to financial planning, client service, and advisory work through real-world experience and mentorship. The program runs June 14th to August 5th, 2027, with priority consideration for applicants graduating between December 2027 and June 2028.

This role is in-office, up to 40 hours per week, at $19 per hour, with potential college credits.