Private Wealth Management Summer Internship (Dallas - June 2027 Start)
Brighton Jones · Dallas, TX · 1 mo ago
On-siteEducation$30/hrInternship
We need to output HTML fragment with sections: About the role? The posting includes intro paragraphs describing company and role. We need to use for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections when posting has real specific content. We need to extract content.
Let's parse posting:
Intro: "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!"
Then "Our Internship Program Offers the Following and More:" then bullet list sections: Client & Advisory Experience, Professional Development, Skills & Relationships, Culture & Community, Future Opportunities, Program Details, Skills & Attributes We Look For, Compensation.
We need to map to headings: About the role (maybe intro), Responsibilities (maybe the internship program offers?), Requirements/Qualifications (maybe Skills & Attributes), Skills (maybe also?), Benefits, Pay, Schedule.
We must not repeat job title as heading. No Job ID.
We must remove boilerplate: EEO etc. Remove cookie/navigation/legal/EEO etc. Also remove application instructions like "Apply now". Also remove "Take our Values in Action Self-Assessment". Also remove "Program Details" maybe we can include schedule info there.
We need to preserve all substantive information.
Let's extract substantive content:
Company description: purpose-driven, client-focused, largest RIAs, culture, awards, $30B AUM, 300+ teammates, team-based approach, looking for driven curious individuals, helping people align wealth with what matters, Personal CFO approach, Summer Intern exposure to financial planning, client service, advisory work, real-world experience, mentorship, collaboration, contribute to meaningful projects, build lasting relationships, develop skills foundation for future career.
Program offers:
- Client & Advisory Experience: Observe client meetings, participate in team prep meetings, apply learning through mock client presentation simulating real-world advisory experience. Work on meaningful projects while gaining exposure to different areas: investments, impact, marketing, operations, tax planning, MESI, and more.
- Professional Development: Receive ongoing coaching, feedback, support from experienced professionals invested in helping you learn, grow, succeed. Participate in career development programming to build professional skills, explore future opportunities, prepare for life after graduation.
- Skills & Relationships: Build relationships with teammates across firm while exploring different career paths and areas of expertise within wealth management. Collaborate with interns across country through team projects, presentations, book club discussions fostering learning, connection, professional growth. Develop understanding of how teams across firm collaborate to deliver holistic client experience.
- Culture & Community: Participate in team outings, committee events, firmwide activities to build relationships and experience culture firsthand. Engage in volunteer opportunities reflecting commitment to community and making positive impact.
- Future Opportunities: High-performing interns may have opportunity to return as full-time Analyst following graduation.
- Program Details: Program dates are June 14th - August 5th, 2027. Priority consideration will be given to candidates who apply by December 1st, 2026. 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. Brighton Jones does not provide employment visa sponsorship for this position.
- Skills & Attributes We Look For: list of attributes: genuine curiosity about financial planning, wealth management, helping others achieve goals; growth mindset demonstrated through coachability, willingness to seek feedback, commitment to continuous learning; strong relationship-building and collaboration skills, ability to connect and learn from others; accountability and ownership, following through on commitments, taking pride in producing high-quality work; initiative and resourcefulness, desire to contribute, solve problems, seek opportunities to add value; strong communication skills, ability to listen, ask thoughtful questions, express ideas clearly; attention to detail, organization, ability to manage multiple priorities effectively; service-oriented mindset, desire to contribute positively to teammates, clients, broader community.
- Compensation: Pay: $16.00 per hour with potential for college credits, if applicable. Visa Sponsorship: note we are unable to provide visa sponsorship; cannot hire individuals who require or will require employment visa sponsorship now or in the future.
Also there is a statement: "We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential..." That's culture but maybe part of About the role? Could include but it's somewhat generic; but it's substantive? Might be considered boilerplate? It's about culture and values. Could include in About the role or Culture & Community. But we already have Culture & Community section with specifics; we could add that paragraph there.
We must not include EEO boilerplate at end. Remove that.
We must not include navigation etc.
We need to decide sections:
- About the role: could contain company description and role overview (first paragraphs). That seems appropriate.
- Responsibilities: maybe the internship program offers sections like Client & Advisory Experience, Professional Development, Skills & Relationships, Culture & Community, Future Opportunities. Those could be considered responsibilities or what you'll do. Could combine into Responsibilities section with subpoints? But we need to use
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections when posting has real specific content. We need to extract content.
Let's parse posting:
Intro: "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!"
Then "Our Internship Program Offers the Following and More:" then bullet list sections: Client & Advisory Experience, Professional Development, Skills & Relationships, Culture & Community, Future Opportunities, Program Details, Skills & Attributes We Look For, Compensation.
We need to map to headings: About the role (maybe intro), Responsibilities (maybe the internship program offers?), Requirements/Qualifications (maybe Skills & Attributes), Skills (maybe also?), Benefits, Pay, Schedule.
We must not repeat job title as heading. No Job ID.
We must remove boilerplate: EEO etc. Remove cookie/navigation/legal/EEO etc. Also remove application instructions like "Apply now". Also remove "Take our Values in Action Self-Assessment". Also remove "Program Details" maybe we can include schedule info there.
We need to preserve all substantive information.
Let's extract substantive content:
Company description: purpose-driven, client-focused, largest RIAs, culture, awards, $30B AUM, 300+ teammates, team-based approach, looking for driven curious individuals, helping people align wealth with what matters, Personal CFO approach, Summer Intern exposure to financial planning, client service, advisory work, real-world experience, mentorship, collaboration, contribute to meaningful projects, build lasting relationships, develop skills foundation for future career.
Program offers:
- Client & Advisory Experience: Observe client meetings, participate in team prep meetings, apply learning through mock client presentation simulating real-world advisory experience. Work on meaningful projects while gaining exposure to different areas: investments, impact, marketing, operations, tax planning, MESI, and more.
- Professional Development: Receive ongoing coaching, feedback, support from experienced professionals invested in helping you learn, grow, succeed. Participate in career development programming to build professional skills, explore future opportunities, prepare for life after graduation.
- Skills & Relationships: Build relationships with teammates across firm while exploring different career paths and areas of expertise within wealth management. Collaborate with interns across country through team projects, presentations, book club discussions fostering learning, connection, professional growth. Develop understanding of how teams across firm collaborate to deliver holistic client experience.
- Culture & Community: Participate in team outings, committee events, firmwide activities to build relationships and experience culture firsthand. Engage in volunteer opportunities reflecting commitment to community and making positive impact.
- Future Opportunities: High-performing interns may have opportunity to return as full-time Analyst following graduation.
- Program Details: Program dates are June 14th - August 5th, 2027. Priority consideration will be given to candidates who apply by December 1st, 2026. 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. Brighton Jones does not provide employment visa sponsorship for this position.
- Skills & Attributes We Look For: list of attributes: genuine curiosity about financial planning, wealth management, helping others achieve goals; growth mindset demonstrated through coachability, willingness to seek feedback, commitment to continuous learning; strong relationship-building and collaboration skills, ability to connect and learn from others; accountability and ownership, following through on commitments, taking pride in producing high-quality work; initiative and resourcefulness, desire to contribute, solve problems, seek opportunities to add value; strong communication skills, ability to listen, ask thoughtful questions, express ideas clearly; attention to detail, organization, ability to manage multiple priorities effectively; service-oriented mindset, desire to contribute positively to teammates, clients, broader community.
- Compensation: Pay: $16.00 per hour with potential for college credits, if applicable. Visa Sponsorship: note we are unable to provide visa sponsorship; cannot hire individuals who require or will require employment visa sponsorship now or in the future.
Also there is a statement: "We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential..." That's culture but maybe part of About the role? Could include but it's somewhat generic; but it's substantive? Might be considered boilerplate? It's about culture and values. Could include in About the role or Culture & Community. But we already have Culture & Community section with specifics; we could add that paragraph there.
We must not include EEO boilerplate at end. Remove that.
We must not include navigation etc.
We need to decide sections:
- About the role: could contain company description and role overview (first paragraphs). That seems appropriate.
- Responsibilities: maybe the internship program offers sections like Client & Advisory Experience, Professional Development, Skills & Relationships, Culture & Community, Future Opportunities. Those could be considered responsibilities or what you'll do. Could combine into Responsibilities section with subpoints? But we need to use - for any list of duties/requirements/benefits. Could have multiple sections each with
. Or we could have a single Responsibilities section with nested headings? But spec says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should only use those exact headings? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely we can use those headings as appropriate. We can also use other headings? It says use for section headings (e.g. ...). Probably we should stick to those headings. So we need to map content to those headings.
Thus we need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We must only include sections when posting has real specific content.
Let's map:
- About the role: company description and role overview (first paragraphs). Good.
- Responsibilities: what the intern will do: observe client meetings, participate in team prep meetings, mock client presentation, work on meaningful projects, gain exposure to areas, etc. Also maybe building relationships, collaborating, etc. Could be covered.
- Requirements: maybe eligibility criteria: on track to graduate with bachelor's between Dec 2027 and June 2028, authorized to work in US without sponsorship, availability to work up to 40 hrs/week Mon-Fri in-office, temporary non-exempt/hourly position. Also maybe priority consideration date? That's more about application.
- Qualifications: maybe education requirement? Could be same as requirements. But we need to avoid duplication. Could treat Requirements as eligibility, Qualifications as desired qualifications (skills & attributes). But we also have Skills section.
Better: Requirements: eligibility (graduation timeline, work authorization, availability). Qualifications: maybe none specific besides being a student? Could be omitted if not specific.
Skills: list of skills & attributes we look for.
Benefits: maybe college credits potential, culture, community, volunteer opportunities, team outings, etc. Also maybe future opportunity to return as full-time Analyst. Also maybe professional development, coaching, career development programming. Could be considered benefits.
Pay: $16.00 per hour.
Schedule: Program dates June 14 - Aug 5 2027, priority consideration Dec 1 2026, work up to 40 hrs/week Mon-Fri in-office.
We must not include placeholder like "commensurate with experience". Not present.
We must not include boilerplate EEO etc.
Now produce HTML fragment with headings and
or
- .
We need to ensure we don't repeat job title.
Let's craft:
About the role
At Brighton Jones, a purpose‑driven, client‑focused team and one of the nation’s largest RIAs, we help individuals live richer lives through our Personal CFO approach. With over $30 billion in assets under advisement and 300+ teammates nationwide, we’re looking for driven, curious Summer Interns to gain meaningful exposure to financial planning, client service, and advisory work through real‑world experience, mentorship, and collaboration across teams. Interns contribute to meaningful projects, build lasting relationships, and develop skills that can serve as the foundation for a future career in wealth management.
Responsibilities
- Observe client meetings and participate in team preparation meetings.
- Apply learning through a mock client presentation that simulates 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.
- Participate in career development programming to build professional skills, explore future opportunities, and prepare for life after graduation.
- Build relationships with teammates across the firm and collaborate with interns nationwide through team projects, presentations, and book‑club discussions.
- Engage in team outings, committee events, firmwide activities, and volunteer opportunities that reflect our commitment to community and positive impact.
Requirements
- On track to graduate with a bachelor’s degree between December 2027 and June 2028.
- Authorized to work in the United States without sponsorship (now or in the future).
- Available to work up to 40 hours per week, Monday through Friday, in‑office.
- This is a temporary, non‑exempt/hourly position.
Skills
- Genuine curiosity about financial planning, wealth management, and helping others achieve their goals.
- Growth mindset demonstrated through coachability, willingness to seek feedback, and 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.
- Initi
- . Or we could have a single Responsibilities section with nested headings? But spec says use
- .
We need to ensure we don't repeat job title.
Let's craft:
About the role
At Brighton Jones, a purpose‑driven, client‑focused team and one of the nation’s largest RIAs, we help individuals live richer lives through our Personal CFO approach. With over $30 billion in assets under advisement and 300+ teammates nationwide, we’re looking for driven, curious Summer Interns to gain meaningful exposure to financial planning, client service, and advisory work through real‑world experience, mentorship, and collaboration across teams. Interns contribute to meaningful projects, build lasting relationships, and develop skills that can serve as the foundation for a future career in wealth management.
Responsibilities
- Observe client meetings and participate in team preparation meetings.
- Apply learning through a mock client presentation that simulates 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.
- Participate in career development programming to build professional skills, explore future opportunities, and prepare for life after graduation.
- Build relationships with teammates across the firm and collaborate with interns nationwide through team projects, presentations, and book‑club discussions.
- Engage in team outings, committee events, firmwide activities, and volunteer opportunities that reflect our commitment to community and positive impact.
Requirements
- On track to graduate with a bachelor’s degree between December 2027 and June 2028.
- Authorized to work in the United States without sponsorship (now or in the future).
- Available to work up to 40 hours per week, Monday through Friday, in‑office.
- This is a temporary, non‑exempt/hourly position.
Skills
- Genuine curiosity about financial planning, wealth management, and helping others achieve their goals.
- Growth mindset demonstrated through coachability, willingness to seek feedback, and 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.
- Initi
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should only use those exact headings? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely we can use those headings as appropriate. We can also use other headings? It says use for section headings (e.g. ...). Probably we should stick to those headings. So we need to map content to those headings.
Thus we need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We must only include sections when posting has real specific content.
Let's map:
- About the role: company description and role overview (first paragraphs). Good.
- Responsibilities: what the intern will do: observe client meetings, participate in team prep meetings, mock client presentation, work on meaningful projects, gain exposure to areas, etc. Also maybe building relationships, collaborating, etc. Could be covered.
- Requirements: maybe eligibility criteria: on track to graduate with bachelor's between Dec 2027 and June 2028, authorized to work in US without sponsorship, availability to work up to 40 hrs/week Mon-Fri in-office, temporary non-exempt/hourly position. Also maybe priority consideration date? That's more about application.
- Qualifications: maybe education requirement? Could be same as requirements. But we need to avoid duplication. Could treat Requirements as eligibility, Qualifications as desired qualifications (skills & attributes). But we also have Skills section.
Better: Requirements: eligibility (graduation timeline, work authorization, availability). Qualifications: maybe none specific besides being a student? Could be omitted if not specific.
Skills: list of skills & attributes we look for.
Benefits: maybe college credits potential, culture, community, volunteer opportunities, team outings, etc. Also maybe future opportunity to return as full-time Analyst. Also maybe professional development, coaching, career development programming. Could be considered benefits.
Pay: $16.00 per hour.
Schedule: Program dates June 14 - Aug 5 2027, priority consideration Dec 1 2026, work up to 40 hrs/week Mon-Fri in-office.
We must not include placeholder like "commensurate with experience". Not present.
We must not include boilerplate EEO etc.
Now produce HTML fragment with headings and
for section headings (e.g. ...). Probably we should stick to those headings. So we need to map content to those headings.
Thus we need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We must only include sections when posting has real specific content.
Let's map:
- About the role: company description and role overview (first paragraphs). Good.
- Responsibilities: what the intern will do: observe client meetings, participate in team prep meetings, mock client presentation, work on meaningful projects, gain exposure to areas, etc. Also maybe building relationships, collaborating, etc. Could be covered.
- Requirements: maybe eligibility criteria: on track to graduate with bachelor's between Dec 2027 and June 2028, authorized to work in US without sponsorship, availability to work up to 40 hrs/week Mon-Fri in-office, temporary non-exempt/hourly position. Also maybe priority consideration date? That's more about application.
- Qualifications: maybe education requirement? Could be same as requirements. But we need to avoid duplication. Could treat Requirements as eligibility, Qualifications as desired qualifications (skills & attributes). But we also have Skills section.
Better: Requirements: eligibility (graduation timeline, work authorization, availability). Qualifications: maybe none specific besides being a student? Could be omitted if not specific.
Skills: list of skills & attributes we look for.
Benefits: maybe college credits potential, culture, community, volunteer opportunities, team outings, etc. Also maybe future opportunity to return as full-time Analyst. Also maybe professional development, coaching, career development programming. Could be considered benefits.
Pay: $16.00 per hour.
Schedule: Program dates June 14 - Aug 5 2027, priority consideration Dec 1 2026, work up to 40 hrs/week Mon-Fri in-office.
We must not include placeholder like "commensurate with experience". Not present.
We must not include boilerplate EEO etc.
Now produce HTML fragment with headings and
or