Private Wealth Management Summer Internship (Scottsdale - June 2027 Start)
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info, no invention, no summarizing away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "Take our Values in Action Self-Assessment..." maybe that's application instruction? It's a call to action; likely considered application instruction, remove. Also remove "Ready to make a meaningful impact?" maybe intro but it's part of description; we can keep as prose under About the role? The instruction: Use for section headings. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it.
We need to decide sections: About the role (intro description), Responsibilities (what intern will do), Requirements (eligibility etc), Qualifications (education etc), Skills (skills & attributes), Benefits (benefits package), Pay (compensation), Schedule (hours). Must only include sections if posting has real specific content.
Let's extract content.
From 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!"
We need to remove application instructions: "Apply now and start your journey with Brighton Jones." and "Take our Values in Action Self-Assessment..." So we can keep the descriptive parts but remove those calls.
Our Internship Program Offers the Following and More: then bullet list under categories: Client & Advisory Experience, Professional Development, Skills & Relationships, Culture & Community, Future Opportunities, Program Details.
We need to map to sections.
Probably "About the role": general description of company and intern role.
"Responsibilities": what intern will do: observe client meetings, participate in team prep meetings, apply learning through mock client presentation, work on meaningful projects while gaining exposure to different areas (investments, impact, marketing, operations, tax planning, MESI, etc). Also maybe "contribute to meaningful projects". Also "build lasting relationships". Also "develop skills". Also "participate in team outings, committee events, firmwide activities". Also "engage in volunteer opportunities". Also "participate in career development programming". Also "collaborate with interns across the country through team projects, presentations, and book club discussions". Also "develop understanding of how teams collaborate". Also "receive ongoing coaching, feedback, support". Also "participate in career development programming". Also "build relationships with teammates across the firm while exploring different career paths". Also "collaborate with interns across the country". Also "develop understanding of how teams across the firm collaborate". Also "participate in team outings, committee events, firmwide activities". Also "engage in volunteer opportunities". Also "Future Opportunities: High-performing interns may have the opportunity to return as a full-time Analyst following graduation." That could be under Benefits or maybe separate but we can include under Benefits? Actually Future Opportunities is more like a benefit. But we have Benefits section for benefits package; we could include future opportunities under Benefits or maybe under a separate section but we only have predefined headings. We could put under Benefits if it's a benefit. However Benefits section should be for benefits like health, retirement etc. Not given. The posting does not mention specific benefits like health insurance, etc. It mentions "robust benefits package" but not details. So we should not create Benefits section unless specific content. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It says "robust benefits package" but not details; that's vague. Likely we should not create Benefits section because no specific benefits listed. Similarly Pay: they state "Compensation: Pay: $17.00 per hour with potential for college credits, if applicable." That's specific, so we can include Pay section.
Schedule: they state "Availability to work up to 40 hours per week, Monday through Friday, in-office." That's specific schedule, so we can include Schedule section.
Requirements: 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. Brighton Jones does not provide employment visa sponsorship for this position." Also maybe "Priority consideration will be given to candidates who apply by December 1st, 2026." That's application deadline, maybe not requirement but could be under Requirements or maybe we drop as application instruction? It's a deadline for priority consideration; could be considered requirement but it's about application timing. Might be considered metadata; we could fold into a short p under Requirements or maybe drop. The instruction: fold minor metadata into a short
or drop it. So we could include a short p with that deadline.
Qualifications: maybe education requirement: bachelor's degree track. Could be under Qualifications.
Skills: "Skills & Attributes We Look For:" list.
Responsibilities: we have many items.
Let's structure:
About the role
... (company description and intern role overview)
Responsibilities
- Observe client meetings
- Participate in team prep meetings
- Apply 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
- Contribute to meaningful projects
- Build lasting relationships
- Develop skills that can serve as the foundation for a future career in wealth management
- Receive ongoing coaching, feedback, and support from experienced professionals
- Participate in career development programming designed to help build professional skills, explore future opportunities, and prepare for life after graduation
- 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
- Participate in team outings, committee events, and firmwide activities that help build relationships and experience the culture firsthand
- Engage in volunteer opportunities that reflect the commitment to community and making a positive impact
Note some duplicates: "Work on meaningful projects while gaining exposure..." and "Contribute to meaningful projects" maybe redundant but we keep both as they appear.
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
Priority consideration will be given to candidates who apply by December 1st, 2026.
Maybe also include "This is a temporary, non-exempt/hourly position." Could be under Requirements or maybe under About the role. But it's a job type; we could include as a short p under Requirements.
Qualifications
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.
But that's similar to Requirements. Might be redundant. Perhaps we treat Qualifications as education: bachelor's degree track. Requirements as eligibility (work authorization, etc). Let's differentiate.
Qualifications: "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."
Requirements: "Must be authorized to work in the United States without sponsorship, now or in the future. This is a temporary, non-exempt/hourly position. Priority consideration will be given to candidates who apply by December 1st, 2026."
We need to avoid duplication; but it's okay if same info appears in two sections? Might be considered duplication but we need to preserve all substantive info; we can split.
Skills
- 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
Pay
Pay: $17.00 per hour with potential for college credits, if applicable.
Schedule
Availability to work up to 40 hours per week, Monday through Friday, in-office.
We should not include Benefits section because no specific benefits.
Check for any leftover boilerplate: EEO statements at end must be removed. Also "Brighton Jones provides equal employment opportunities (EEO)..." remove. Also "We are committed to building a business where all of our team members genuinely love where they work..." that's culture fluff but maybe part of About the role? It's generic; could be considered boilerplate but it's about culture. Might keep as part of About the role? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate
- for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. We need to decide sections: About the role (intro description), Responsibilities (what intern will do), Requirements (eligibility etc), Qualifications (education etc), Skills (skills & attributes), Benefits (benefits package), Pay (compensation), Schedule (hours). Must only include sections if posting has real specific content. Let's extract content. From 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!" We need to remove application instructions: "Apply now and start your journey with Brighton Jones." and "Take our Values in Action Self-Assessment..." So we can keep the descriptive parts but remove those calls. Our Internship Program Offers the Following and More: then bullet list under categories: Client & Advisory Experience, Professional Development, Skills & Relationships, Culture & Community, Future Opportunities, Program Details. We need to map to sections. Probably "About the role": general description of company and intern role. "Responsibilities": what intern will do: observe client meetings, participate in team prep meetings, apply learning through mock client presentation, work on meaningful projects while gaining exposure to different areas (investments, impact, marketing, operations, tax planning, MESI, etc). Also maybe "contribute to meaningful projects". Also "build lasting relationships". Also "develop skills". Also "participate in team outings, committee events, firmwide activities". Also "engage in volunteer opportunities". Also "participate in career development programming". Also "collaborate with interns across the country through team projects, presentations, and book club discussions". Also "develop understanding of how teams collaborate". Also "receive ongoing coaching, feedback, support". Also "participate in career development programming". Also "build relationships with teammates across the firm while exploring different career paths". Also "collaborate with interns across the country". Also "develop understanding of how teams across the firm collaborate". Also "participate in team outings, committee events, firmwide activities". Also "engage in volunteer opportunities". Also "Future Opportunities: High-performing interns may have the opportunity to return as a full-time Analyst following graduation." That could be under Benefits or maybe separate but we can include under Benefits? Actually Future Opportunities is more like a benefit. But we have Benefits section for benefits package; we could include future opportunities under Benefits or maybe under a separate section but we only have predefined headings. We could put under Benefits if it's a benefit. However Benefits section should be for benefits like health, retirement etc. Not given. The posting does not mention specific benefits like health insurance, etc. It mentions "robust benefits package" but not details. So we should not create Benefits section unless specific content. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It says "robust benefits package" but not details; that's vague. Likely we should not create Benefits section because no specific benefits listed. Similarly Pay: they state "Compensation: Pay: $17.00 per hour with potential for college credits, if applicable." That's specific, so we can include Pay section. Schedule: they state "Availability to work up to 40 hours per week, Monday through Friday, in-office." That's specific schedule, so we can include Schedule section. Requirements: 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. Brighton Jones does not provide employment visa sponsorship for this position." Also maybe "Priority consideration will be given to candidates who apply by December 1st, 2026." That's application deadline, maybe not requirement but could be under Requirements or maybe we drop as application instruction? It's a deadline for priority consideration; could be considered requirement but it's about application timing. Might be considered metadata; we could fold into a short p under Requirements or maybe drop. The instruction: fold minor metadata into a short
or drop it. So we could include a short p with that deadline. Qualifications: maybe education requirement: bachelor's degree track. Could be under Qualifications. Skills: "Skills & Attributes We Look For:" list. Responsibilities: we have many items. Let's structure:
About the role
... (company description and intern role overview)
Responsibilities
- Observe client meetings
- Participate in team prep meetings
- Apply 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
- Contribute to meaningful projects
- Build lasting relationships
- Develop skills that can serve as the foundation for a future career in wealth management
- Receive ongoing coaching, feedback, and support from experienced professionals
- Participate in career development programming designed to help build professional skills, explore future opportunities, and prepare for life after graduation
- 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
- Participate in team outings, committee events, and firmwide activities that help build relationships and experience the culture firsthand
- Engage in volunteer opportunities that reflect the commitment to community and making a 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
Priority consideration will be given to candidates who apply by December 1st, 2026.
Maybe also include "This is a temporary, non-exempt/hourly position." Could be under Requirements or maybe under About the role. But it's a job type; we could include as a short p under Requirements.Qualifications
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.
But that's similar to Requirements. Might be redundant. Perhaps we treat Qualifications as education: bachelor's degree track. Requirements as eligibility (work authorization, etc). Let's differentiate. Qualifications: "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." Requirements: "Must be authorized to work in the United States without sponsorship, now or in the future. This is a temporary, non-exempt/hourly position. Priority consideration will be given to candidates who apply by December 1st, 2026." We need to avoid duplication; but it's okay if same info appears in two sections? Might be considered duplication but we need to preserve all substantive info; we can split.Skills
- 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
Pay
Pay: $17.00 per hour with potential for college credits, if applicable.
Schedule
Availability to work up to 40 hours per week, Monday through Friday, in-office.
We should not include Benefits section because no specific benefits. Check for any leftover boilerplate: EEO statements at end must be removed. Also "Brighton Jones provides equal employment opportunities (EEO)..." remove. Also "We are committed to building a business where all of our team members genuinely love where they work..." that's culture fluff but maybe part of About the role? It's generic; could be considered boilerplate but it's about culture. Might keep as part of About the role? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate