Private Wealth Management Summer Internship (Boston - June 2026 start) at Brighton Jones

Boston, Massachusetts, United States

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Not SpecifiedCompensation

InternshipExperience Level

InternshipJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Rising seniors preferred
Availability to work Monday - Friday, up to 40 hours a week, in the office (Boston)
Program dates: June 15th – August 13th, 2026
Commitment to excellence and drive to maintain high standards in all tasks
Versatility and flexibility with willingness to work within constantly changing priorities with a positive attitude
Exceptional communication and collaboration abilities, both written and verbal, to build trust and confidence with clients and colleagues
High level of personal integrity and professionalism

Responsibilities

Join a client service team, shadow seasoned professionals, and contribute to real client work
Sit in on internal prep meetings and observe live client interactions
Apply learning in a mock client presentation simulating a real-world advisory scenario
Collaborate with other interns across the country to deliver two final presentations on the history of wealth management and summer learnings
Work on special projects in areas such as impact, investments, marketing, operations, tax planning, MESI, and more
Build network by connecting with team members across the firm and learning about their roles, career paths, and experiences
Join departmental overviews to understand business area collaborations
Participate in team outings, committee events, and community service volunteer events
Engage in career development programming to build professional skills and prepare for post-graduation opportunities

Skills

Key technologies and capabilities for this role

Wealth ManagementClient ServiceFinancial AnalysisPersonal CFO

Questions & Answers

Common questions about this position

What is the location for this internship?

The internship is based in Boston with a June 2026 start.

What does the company culture look like at Brighton Jones?

Brighton Jones has a purpose-driven, client-focused culture emphasizing continuous growth, collaboration, community, and a dynamic team-based approach, recognized with 15 consecutive 'Best Places to Work' awards.

What kind of experiences will I gain in this internship?

Interns gain hands-on experience in client service by observing meetings and client interactions, collaborating on presentations, working on special projects in areas like investments and tax planning, networking with team members, and participating in community service.

What skills or qualities are ideal for this internship?

Ideal candidates are driven, curious individuals who love working with numbers, enjoy challenges, embrace feedback, and align with the company's values of growth, collaboration, and community.

Is compensation mentioned for this internship?

This information is not specified in the job description.

Brighton Jones

Wealth management and financial planning services

About Brighton Jones

Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. They serve a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by offering tailored financial strategies that integrate all aspects of their financial lives.

Seattle, WashingtonHeadquarters

1999Year Founded

VENTURE_UNKNOWNCompany Stage

Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Parental Leave

Commuter Benefits

Wellness Program

Risks

Robo-advisors' low-cost services may attract Brighton Jones' tech-savvy clients.

DIY financial planning tools could reduce demand for traditional advisory services.

Investments in volatile sectors expose Brighton Jones to significant market risks.

Differentiation

Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.

They emphasize a holistic approach, integrating personal values with financial goals.

Their client-centric model serves a diverse clientele, from small investors to high-net-worth individuals.

Upsides

Growing demand for ESG investing aligns with Brighton Jones' holistic approach.

Aging population increases demand for retirement planning, benefiting Brighton Jones' services.

AI integration in wealth management enhances personalized client experiences, a strength for Brighton Jones.

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