Private Wealth Management Summer Internship (Portland - June 2027 Start)
Brighton Jones · Portland, OR · 1 mo ago
On-siteEducation$30/hrInternship
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Remove boilerplate, EEO, etc. Must preserve all substantive info.
Let's parse the posting.
Content:
- 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!"
That's about the role / company overview. Could be "About the role" or "About the company". We'll use "About the role".
- "Our Internship Program Offers the Following and More:" then bullet points under categories: Client & Advisory Experience, Professional Development, Skills & Relationships, Culture & Community, Future Opportunities, Program Details.
These are responsibilities / what intern will do. Could be under "Responsibilities". Also "Skills & Attributes We Look For" is a list of skills/attributes.
- "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."
That includes schedule (40 hrs/week Mon-Fri in-office), qualifications (graduation dates), maybe requirements.
- "Compensation: Pay: $18.00 per hour with potential for college credits, if applicable. Visa Sponsorship: 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."
So Pay section: $18.00 per hour.
- Benefits: The posting mentions "robust benefits package" but not specific details. It says "To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth." That's vague; not specific benefits. According to rules, we should not create Benefits section unless posting actually states them. It mentions robust benefits package but no specifics; that might be considered filler? It's not specific like health insurance, 401k, etc. Probably we should not include Benefits section because no concrete benefits listed. However "robust benefits package" is a statement but not specific. 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 vague but not exactly placeholder; still it's not specific detail. Safer to omit Benefits section.
- Schedule: we have specifics: up to 40 hours per week, Monday through Friday, in-office. That's specific. So we can include Schedule section.
- Pay: we have $18.00 per hour.
- Qualifications: maybe "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." Also "Availability to work up to 40 hours per week, Monday through Friday, in-office." That's more schedule. Also "Candidates must be authorized to work in the United States without sponsorship, now or in the future." That's a requirement (work authorization). Also "This is a temporary, non-exempt/hourly position." Could be under Requirements.
- Skills: list under "Skills & Attributes We Look For". That's skills.
- Responsibilities: the bullet list under "Our Internship Program Offers the Following and More:" includes categories like Client & Advisory Experience, Professional Development, Skills & Relationships, Culture & Community, Future Opportunities, Program Details. Those are more like what intern will do/experience. Could be responsibilities.
We need to avoid repeating job title as heading. Not needed.
We need to output only HTML fragment, no html/body tags, no markdown.
We'll structure:
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Remove boilerplate, EEO, etc. Must preserve all substantive info.
Let's parse the posting.
Content:
- 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!"
That's about the role / company overview. Could be "About the role" or "About the company". We'll use "About the role".
- "Our Internship Program Offers the Following and More:" then bullet points under categories: Client & Advisory Experience, Professional Development, Skills & Relationships, Culture & Community, Future Opportunities, Program Details.
These are responsibilities / what intern will do. Could be under "Responsibilities". Also "Skills & Attributes We Look For" is a list of skills/attributes.
- "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."
That includes schedule (40 hrs/week Mon-Fri in-office), qualifications (graduation dates), maybe requirements.
- "Compensation: Pay: $18.00 per hour with potential for college credits, if applicable. Visa Sponsorship: 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."
So Pay section: $18.00 per hour.
- Benefits: The posting mentions "robust benefits package" but not specific details. It says "To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth." That's vague; not specific benefits. According to rules, we should not create Benefits section unless posting actually states them. It mentions robust benefits package but no specifics; that might be considered filler? It's not specific like health insurance, 401k, etc. Probably we should not include Benefits section because no concrete benefits listed. However "robust benefits package" is a statement but not specific. 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 vague but not exactly placeholder; still it's not specific detail. Safer to omit Benefits section.
- Schedule: we have specifics: up to 40 hours per week, Monday through Friday, in-office. That's specific. So we can include Schedule section.
- Pay: we have $18.00 per hour.
- Qualifications: maybe "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." Also "Availability to work up to 40 hours per week, Monday through Friday, in-office." That's more schedule. Also "Candidates must be authorized to work in the United States without sponsorship, now or in the future." That's a requirement (work authorization). Also "This is a temporary, non-exempt/hourly position." Could be under Requirements.
- Skills: list under "Skills & Attributes We Look For". That's skills.
- Responsibilities: the bullet list under "Our Internship Program Offers the Following and More:" includes categories like Client & Advisory Experience, Professional Development, Skills & Relationships, Culture & Community, Future Opportunities, Program Details. Those are more like what intern will do/experience. Could be responsibilities.
We need to avoid repeating job title as heading. Not needed.
We need to output only HTML fragment, no html/body tags, no markdown.
We'll structure:
About the role
... (intro paragraph(s) about company and intern role)
Responsibilities
- ... each bullet from categories maybe combine? We need to preserve all substantive info. Could list each bullet as separate
- . The categories themselves are headings inside the list? Might be better to have subheadings? But only allowed headings are
for sections; we can't add other headings. Could embed category as bold text inside
- . But we must not invent headings. We'll just list each bullet as
- with the description.
We need to extract bullet points:
From "Our Internship Program Offers the Following and More:" then:
- 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.
- 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.
Note: Program Details includes schedule, qualifications, etc. Might be better to separate those into Requirements/Qualifications and Schedule sections. But we must not duplicate info. We can keep Program Details bullet as is, but then we would also have separate sections for Pay, Schedule, etc. Might cause duplication. Better to split: Responsibilities bullet list for the experiential parts (Client & Advisory Experience, Professional Development, Skills & Relationships, Culture & Community, Future Opportunities). Then Program Details bullet can be split into Requirements/Qualifications and Schedule.
But we must preserve all info; we can include it in multiple sections as long as not duplicated? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." It doesn't forbid duplication, but better to avoid duplication. We can place the Program Details content under appropriate sections (Requirements, Schedule) and not repeat elsewhere.
Thus:
Responsibilities: bullet list for Client & Advisory Experience, Professional Development, Skills & Relationships, Culture & Community, Future Opportunities.
Requirements/Qualifications: maybe combine: "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." plus "Candidates must be authorized to work in the United States without sponsorship, now or in the future." plus "This is a temporary, non-exempt/hourly position." Could be under Requirements.
Schedule: "Availability to work up to 40 hours per week, Monday through Friday, in-office."
Pay: "$18.00 per hour with potential for college credits, if applicable."
Skills: list from Skills & Attributes We Look For.
Now we need to decide section headings: About the role, Responsibilities, Requirements, Skills, Pay, Schedule. Possibly also Qualifications but we can merge Requirements and Qualifications. The instruction list includes Qualifications as a possible heading; we can use Requirements for both.
We must not create sections with filler. Ensure each heading has substantive content.
Now craft HTML.
We'll need to escape any HTML special characters? Not needed.
Let's write:
About the role
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!
Responsibilities
- Client &