Private Wealth Management Summer Internship (Dallas - June 2027 Start)

Brighton Jones•Dallas, TX

8d•Onsite

About The Position

As a Summer Intern, you'll gain meaningful exposure to financial planning, client service, and advisory work through real-world experience, mentorship, and collaboration with teams across the firm. You'll have the opportunity to contribute to meaningful projects, build lasting relationships, and develop the skills that can serve as the foundation for a future career in wealth management. This internship offers a comprehensive program designed for professional and personal growth, including client and advisory experience, professional development, skills and relationship building, culture and community engagement, and potential future opportunities. The program dates are June 14th - August 5th, 2027. Candidates should be on track to graduate with a bachelor's degree between December 2027 and June 2028 and be eligible for consideration for future full-time opportunities following graduation. This is a temporary, non-exempt/hourly position requiring availability to work up to 40 hours per week, Monday through Friday, in-office. Candidates must be authorized to work in the United States without sponsorship.

Requirements

Genuine curiosity about financial planning, wealth management, and helping others achieve their goals.
A growth mindset demonstrated through coachability, a willingness to seek feedback, and a commitment to continuous learning.
Strong relationship-building and collaboration skills, with the ability to connect with and learn from others.
Accountability and ownership, including following through on commitments and taking pride in producing high-quality work.
Initiative and resourcefulness, with a desire to contribute, solve problems, and seek opportunities to add value.
Strong communication skills, including the ability to listen, ask thoughtful questions, and express ideas clearly.
Attention to detail, organization, and the ability to manage multiple priorities effectively.
A service-oriented mindset and a desire to contribute positively to teammates, clients, and the broader Brighton Jones community.
On track to graduate with a bachelor's degree between December 2027 and June 2028.
Eligible for consideration for future full-time opportunities following graduation.
Authorized to work in the United States without sponsorship, now or in the future.

Responsibilities

Observe client meetings, participate in team prep meetings, and apply your learning through a mock client presentation designed to simulate a real-world advisory experience.
Work on meaningful projects while gaining exposure to different areas of the business, including investments, impact, marketing, operations, tax planning, MESI, and more.
Receive ongoing coaching, feedback, and support from experienced professionals who are invested in helping you learn, grow, and succeed throughout the summer.
Participate in career development programming designed to help you build professional skills, explore future opportunities, and prepare for life after graduation.
Build relationships with teammates across the firm while exploring different career paths and areas of expertise within wealth management.
Collaborate with interns across the country through team projects, presentations, and book club discussions that foster learning, connection, and professional growth.
Develop an understanding of how teams across the firm collaborate to deliver a holistic client experience.
Participate in team outings, committee events, and firmwide activities that help you build relationships and experience Brighton Jones' culture firsthand.
Engage in volunteer opportunities that reflect our commitment to community and making a positive impact.