Jobs · Education · Massachusetts

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

Brighton Jones · Boston, MA · 1 mo ago
On-siteEducation$30/hrInternship
We need to output only HTML fragment, using

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate, EEO, etc. Must preserve all substantive info. Let's parse the posting. Key sections: - Intro: "Ready to make a meaningful impact? At Brighton Jones..." This is about the company and role. Could be "About the role" or maybe "About the role" includes description of company and internship. - Responsibilities: The internship program offers: "Client & Advisory Experience: 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." Also "Professional Development: 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." Also "Skills & Relationships: 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." Also "Culture & Community: 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." Also "Future Opportunities: High-performing interns may have the opportunity to return as a full-time Analyst following graduation." These could be considered responsibilities or maybe "Responsibilities" includes tasks like observing client meetings, etc. Could also be "Qualifications" includes eligibility: "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. Availability to work up to 40 hours per week, Monday through Friday, in-office. This is a temporary, non-exempt/hourly position. Candidates must be authorized to work in the United States without sponsorship, now or in the future." - Skills & Attributes: list of attributes: curiosity, growth mindset, relationship-building, accountability, initiative, communication, attention to detail, service-oriented mindset. - Compensation: "Pay: $18.00 per hour with potential for college credits, if applicable." Also "Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered." - Benefits: "To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth." Also earlier: "Our Internship Program Offers the Following and More:" but that's more about program details. There's mention of "Program Details: Program dates are June 14th - August 5th, 2027. Priority consideration will be given to candidates who apply by December 1st, 2026." Also schedule: "Availability to work up to 40 hours per week, Monday through Friday, in-office." Thus we can have sections: - About the role (company description, internship overview) - Responsibilities (list of duties: observe client meetings, participate in team prep meetings, mock client presentation, work on meaningful projects, gain exposure to areas, receive coaching, participate in career development programming, build relationships, collaborate with interns, develop understanding of team collaboration, participate in team outings, committee events, firmwide activities, engage in volunteer opportunities) - Requirements (eligibility: on track to graduate bachelor's degree Dec 2027-Jun 2028, authorized to work in US without sponsorship, availability up to 40 hrs/week Mon-Fri in-office, temporary non-exempt/hourly) - Qualifications (maybe same as requirements? Could combine but we need separate sections only if content. Could treat "Qualifications" as education/eligibility; "Skills" as attributes. Let's decide: Use "Requirements" for eligibility and logistics; "Skills" for attributes; maybe "Qualifications" not needed if overlapping. But we need to follow instruction: use headings only when posting has real specific content. We have content for Skills & Attributes. We have content for Pay. We have content for Schedule (availability). We have content for Benefits? There's mention of robust benefits package but not detailed. Could we include Benefits section? It says "robust benefits package" but no specifics. Might be considered vague; but it's still a statement about benefits. The instruction: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD"). "robust benefits package" is somewhat vague but not placeholder like "varies". It's a statement that they offer a robust benefits package. Could be considered substantive enough? Might be okay. However we also have "competitive compensation" already covered in Pay. Benefits could be separate but we lack detail. Safer to omit Benefits section if not detailed. Pay: we have $18.00 per hour. Schedule: availability to work up to 40 hours per week, Monday through Friday, in-office. Also program dates June 14 - Aug 5 2027. That's schedule/timing. Thus sections: About the role, Responsibilities, Requirements, Skills, Pay, Schedule. We must not repeat job title as heading. No Job ID. We need to use
  • for any list of duties/requirements/benefits. Use

    for prose. We need to preserve all substantive information; do not invent or summarize away detail. Let's extract details precisely. About the role: The intro paragraphs: "Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Are you interested in helping people align their wealth with what matters most to them? At Brighton Jones, we believe financial planning is about more than investments. Through our Personal CFO approach, we help clients make informed decisions across every aspect of their financial lives, empowering them to live richer, more fulfilling lives. 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. Ready to grow professionally and personally? Apply now and start your journey with Brighton Jones. Take our Values in Action Self-Assessment to see how our values align!" We should keep that as prose in

    . Possibly break into multiple

    but okay. Responsibilities: The bullet-like list under "Our Internship Program Offers the Following and More:" includes sections: Client & Advisory Experience, Professional Development, Skills & Relationships, Culture & Community, Future Opportunities. Each has description. We need to turn into

    • items. Could each be a list item with its description. We'll preserve details. Let's extract each: - Client & Advisory Experience: 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. - Professional Development: 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. - Skills & Relationships: 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. - Culture & Community: 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. - Future Opportunities: High-performing interns may have the opportunity to return as a full-time Analyst following graduation. We'll put each as
    • with that text. Requirements: eligibility and logistics: - 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. - Availability to work up to 40 hours per week, Monday through Friday, in-office. - This is a temporary, non-exempt/hourly position. - Candidates must be authorized to work in the United States without sponsorship, now or in the future. Also maybe mention priority consideration date? That's more about application timeline; could be part of Requirements or Schedule? It's about application deadline; not a job requirement. Could be omitted as it's application instruction? The instruction says remove application instructions. Priority consideration date is about application; could be considered application instruction. Safer to omit. Also mention Program Details: Program dates are June 14th - August 5th, 2027. That's schedule. Thus Requirements list as above. Skills: list of attributes: - A 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. We'll put as
      • . Pay: "Pay: $18.00 per hour with potential for college credits, if applicable." Also Visa Sponsorship note: "Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future." That's more about eligibility but could be part of Requirements. However we already have authorization requirement. Visa sponsorship note is similar; we could include in Requirements as a bullet: "Visa sponsorship is not provided; candidates must be authorized to work in the United States without sponsorship." But we already have that. We'll keep it in Requirements maybe. But Pay section: we need to include the pay statement. Also maybe mention "Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered." That's not pay but could be part of Requirements. We'll keep it in Requirements. Schedule: Program dates June 14th - August 5th, 2027. Also availability to work up

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