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Internship

Private Wealth Management Summer Internship

Scottsdale, June 2023 start

Posted on 11/12/2022

Brighton Jones

Brighton Jones

51-200 employees

Wealth management and financial planning services

Financial Services

Scottsdale, AZ, USA

Required Skills
Communications
Requirements
  • Eligibility includes current and newly graduated university students
  • Working towards a bachelor's degree in Financial Planning, Finance, Accounting, Business or Economics
  • Strong desire to pursue a career in wealth management and personal financial planning
  • Academic success and other internships or work-related experience encouraged
  • Commitment to excellence and high standards
  • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
  • A high degree of personal integrity, initiative, and acute attention to detail
  • Strong analytical and problem-solving skills
  • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows
  • Exceptional communication and collaboration skills, both written and verbal, with clients and co-workers
  • Must be a self-starter and proactively manage workload, communications, and ownership of tasks

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

1%

1 year growth

1%

2 year growth

1%
Simplify Jobs

Simplify's Take

What believers are saying

  • Brighton Jones' unique 'Personal CFO' model can attract clients seeking a more personalized and comprehensive financial planning experience.
  • Their holistic approach can lead to higher client satisfaction and retention, as it addresses multiple facets of clients' lives.
  • The firm's ability to serve a wide range of clients, including high-net-worth individuals, provides opportunities for significant revenue growth.

What critics are saying

  • The competitive nature of the wealth management industry requires Brighton Jones to continuously innovate to maintain its unique positioning.
  • Their holistic approach, while a differentiator, may also require more resources and time, potentially impacting scalability.

What makes Brighton Jones unique

  • Brighton Jones positions itself as a 'Personal CFO,' offering a comprehensive and personalized approach to financial planning that goes beyond traditional advisory services.
  • Their holistic approach integrates financial, personal, and emotional well-being, setting them apart from competitors who may focus solely on financial metrics.
  • The firm serves a diverse clientele, from those with modest assets to high-net-worth individuals, allowing them to cater to a broad market segment.

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