Wealth Mgmt Summer Internship: Client Advisory

Brighton Jones

Portland, Northern (OR, KY)

Hybrid

USD 21,000 - 28,000

Full time

13 days ago
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Job summary

Brighton Jones is seeking a Summer Intern to gain hands-on experience in financial planning, client service, and advisory work. You will observe client meetings, participate in team prep, and contribute to real-world projects across investments, tax planning, and operations.

You’ll receive coaching and career development support, while building relationships with teammates nationwide. The program emphasizes collaboration, learning, and community involvement, with potential pathways to full-time

Qualifications

  • Genuine interest in financial planning and wealth management.
  • Growth mindset with willingness to learn and take feedback.
  • Strong relationship-building and collaboration skills.
  • Accountability and ownership in delivering high-quality work.
  • Initiative to contribute, solve problems, and add value.
  • Clear communication and active listening.

Skills

Financial planning
Wealth management
Curiosity
Relationship building
Coachability
Communication
Attention to detail
Organization
Ownership
Initiative

Education

Bachelor's degree in progress

Job description

Brighton Jones is seeking a Summer Intern to gain hands-on experience in financial planning, client service, and advisory work. You will observe client meetings, participate in team prep, and contribute to real-world projects across investments, tax planning, and operations.

You’ll receive coaching and career development support, while building relationships with teammates nationwide. The program emphasizes collaboration, learning, and community involvement, with potential pathways to full-time

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