Internship

Private Wealth Management Summer Internship

Confirmed live in the last 24 hours

Brighton Jones

Brighton Jones

201-500 employees

Wealth management and financial planning services

Financial Services

Compensation Overview

$23Hourly

Seattle, WA, USA

Position is onsite in Seattle.

Category
Private Equity
Finance & Banking
Required Skills
Marketing
Requirements
  • 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!
Responsibilities
  • 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.

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 investors, philanthropists, and families. 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 advice and management services, which include investment management, retirement planning, tax strategies, and estate planning, all while charging fees based on assets under management or fixed service fees.

Company Stage

N/A

Total Funding

N/A

Headquarters

Seattle, Washington

Founded

1999

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG investing aligns with Brighton Jones' holistic approach.
  • Aging population increases demand for retirement planning services.
  • Trend towards fee-based advisory services supports Brighton Jones' revenue model.

What critics are saying

  • Competition from robo-advisors 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 higher financial risks.

What makes Brighton Jones unique

  • Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.
  • They emphasize a holistic approach, integrating personal values with financial goals.
  • Their clientele ranges from $500,000 to over $10,000,000 in assets.

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