Private Wealth Management Summer Internship (Portland - June 2025 start)
Portland
Client Service /
Intern /
On-site
Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?
Join us at Brighton Jones; our purpose is to make the world a better place by helping our clients living richer lives. We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide. From the very start, we have been an award-winning organization, from countless Best Places to Work awards — including Seattle Business Magazine's Best Companies to Work for 15 years in a row — to national and regional Community Impact awards, we pride ourselves in our culture and giving back to our community. We are industry leaders and pioneers in financial wellbeing with a focus on helping our clients align their wealth, passions, and purpose so they can pursue a happier, healthier, and more fulfilling life.
Our team-based, client-centric approach has fueled our growth over the last 20+ years, and we’re now 250 teammates strong and growing, serving more than 4,000 clients, and advising on over $19 billion+ in assets. Every teammate has a path to ownership in the firm. We're looking for driven individuals who bring a "How can I help?" attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues. Join our #OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive.
Are you passionate about numbers and eager to make a meaningful difference in people’s lives? Brighton Jones is looking for dynamic Summer Interns to join our team. This is more than just an internship - it's an opportunity to gain hands-on experience in the world of wealth management, helping to lay the foundation to a successful career.
Like a corporation’s chief financial officer, our team provides holistic advice that spans a client’s entire balance sheet and beyond. We call it our Personal CFO approach – and our interns will see this firsthand in action. Interns will be placed into client service teams to learn from our seasoned professionals how we help our clients live a richer life. Throughout the internship, our interns are encouraged to take on challenges, embrace feedback, and enjoy a supportive environment where growth, learning, and fun are all part of the experience.
If this opportunity excites you, and you’re ready to grow both professionally and personally, we encourage you to apply!
Take our Values in Action Self-Assessment to see how our values align!
Our Internship Program Offers the Following and More:
- Exposure to client service work, including sitting in on internal prep meetings, observing live client interactions, and participating in mock presentations.
- Opportunity to work on special projects to learn and get exposure to different areas of the business (philanthropy, investments, marketing, operations, tax planning, MESI, WLRL, and more.)
- Participate in coffee chats with team members across the firm to build your network and gain insights into the different roles.
- Join departmental overviews to understand how each area of business collaborates with each other to fuel our business’s growth.
- Bond with team members through exciting team outings and various committee events.
- Get involved with various community service volunteer events with your team and entire firm, embracing our value of community.
- Interns who perform well may have the opportunity to receive a full-time offer to return as an Associate Advisor following graduation.
Program Details:
- Priority consideration will be given to candidates who apply by November 29th, 2024.
- Rising seniors are preferred.
- Program dates are June 23 – August 14th, 2025.
- Availability to work Monday - Friday, up to 40 hours a week, in the office.
- This is a temporary, non-exempt/hourly position.
Skills & Attributes We Look For:
- A commitment to excellence and a drive to maintain high standards in all tasks.
- Versatility and flexibility with a 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.
- A high level of personal integrity, professionalism, and accountability.
- Strong analytical and problem-solving skills, acute attention to detail, and exceptional organizational abilities.
- Excellent work habits, featuring a self-starter mentality that proactively manages workloads and takes ownership of prioritizing tasks.
- A positive attitude and enthusiasm for engaging in company culture!
Our Company
Our #OneTeam feels a sense of connection, pride, and ownership with our mission, vision, values, and objectives. We are committed to building a business where 100% of our team members genuinely love where they work and are supported by their colleagues. We do this through building authentic relationships with one another, supporting each other to continuously learn and grow, working hard while having lots of fun, and giving back to our community.
We are a team founded on equity and respect, and we’re on a mission to help our clients, teammates, and global community thrive. Brighton Jones is committed to building a team comprised of diverse backgrounds, ideas, and experiences. We actively foster a compassionate and inclusive culture, one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential.
To the right individual, we offer very competitive compensation, benefits package, and rewarding career opportunities. If you’ve been reading this job description thinking to yourself, this is the place for me, include in your cover letter why you’re excited to join our growing #OneTeam and be sure to describe how the opportunity aligns with your career objectives.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
What To Expect In The Hiring Process
1. Values in Action Self-Assessment - At Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into behaviors and part of the application process includes completing a brief self-assessment on our Values in Action.
2. Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.
3. Role Alignment - Next you'll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences.
4. Full Loop - You’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening for examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position.
5. Personal Reference Calls - In this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.
6. What’s Next - Interviewing is time consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again.