Wealth Management Intern - Summer 2027

About the role

Freestone is searching for a qualified candidates to join us as Wealth Management Interns with our Client Advisory Team in San Francisco, CA. The internship will run from mid June to August 2027 (minimum of 9 weeks total), and includes a structured program designed to provide undergraduate students with hands-on experience in wealth management and training in financial planning, investments, and client service through workshops, projects, and ad/hoc assignments. As the summer progresses, interns may have the opportunity to apply their knowledge with the completion of a cross-functional project, presenting investment and planning recommendations to advisors based on real-world client situations. This experience provides practical skills, professional development, and valuable insight into a career in financial services. Successful candidates for this position will have a demonstrated track record of both educational and professional achievement, along with a passion for going above and beyond, operational efficiency, proactive problem solving and a strong interest in financial services.

Responsibilities

• Provide operational and administrative support to the Client Advisor Teams in their daily business practices.
• Help organize, track, and assist with team projects, seeing them through to a successful completion.
• Provide back-office assistance to associate team members by preparing forms such as account applications, beneficiary updates, money movements, etc.
• Assist in preparing relevant marketing materials and proposals for prospective client meetings.
• Aid in organizing client data and other key client information in our CRM and reporting systems.
• Additional ad hoc responsibilities as capacity allows.

Qualifications

Rising Seniors in pursuit of a degree in Finance.

Skills

• Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Strong attention to detail and operational processes.
• Exceptional listening, written and verbal communication skills.
• Ability to thrive in a team environment.
• Time management and organizational skills; ability to manage multiple responsibilities and changing priorities.
• Capability to manage projects independently and readiness to assume a high level of responsibility.
• Demonstrated outstanding client service and interpersonal skills.

Pay

Compensation: Potential for college credit if applicable. Lunch stipend M‑Th. Expected hourly wage for this position is $28/hr (relocation and housing assistance is not provided).

Schedule

The internship will run from mid June to August 2027 (minimum of 9 weeks total).