Financial Planning Summer Intern (hybrid)

All Jobs > Financial Planning Summer Intern (hybrid) Description

POSITION OVERVIEW

Are you a college student looking to turn your classroom knowledge into real-world experience? At Perigon, our paid Summer Internship Program gives you a front-row seat to wealth management, investing, financial planning, and client service. You won’t be sitting on the sidelines—you’ll work alongside experienced professionals, contribute to meaningful projects, and gain a firsthand look at how an independent wealth management firm delivers exceptional outcomes for its clients. At Perigon, we believe the best way to learn is by getting involved. Our internship is built around hands-on experiences, cross-functional exposure, mentorship, and opportunities to engage with professionals across the firm. You’ll build practical skills, expand your network, and leave the summer with a deeper understanding of financial services—and a clearer picture of where your career could take you.

COMPANY OVERVIEW

Perigon Wealth Management is an independent RIA founded and led by lifelong advisors. With approximately $12.1 billion in AUM, we serve clients nationwide by combining the depth of a larger firm with the feel of a boutique, while supporting advisors who want to grow without giving up independence.

PROGRAM HIGHLIGHTS

Compensation: Paid Schedule: Up to 30 Hours per Week Location: Hybrid position — candidates must be based near one of our following office locations: San Francisco, CA Walnut Creek, CA Petaluma, CA Edison, NJ Syracuse, NY

EXPERIENCE

Start the summer with a deep dive into Perigon’s mission, values, business, and commitment to serving clients. You’ll learn how the pieces of a wealth management firm fit together and how each team contributes to the client’s experience. Department Rotations: Go beyond the textbook and explore the teams that make a wealth management firm successful. Gain exposure to: Financial Planning, Investment Research, Client Services, Operations, Compliance, People & Culture, and Marketing & Business Development Capstone Project: Put your skills into action by completing a meaningful capstone project over the final 8 weeks. You’ll research a business opportunity or challenge, develop thoughtful recommendations, and present your findings to firm leadership—giving you experience that mirrors the work of professionals in the industry. Build relationships with mentors and professionals across Perigon. You’ll have opportunities to ask questions, learn from different career paths, and connect with team members at all levels of the organization. We’re looking for more than a strong resume—we’re looking for people who are curious, driven, collaborative, and ready to make an impact. The best Perigon interns bring a roll-up-your-sleeves attitude and are willing to jump in, ask questions, and take ownership. You should be excited to learn how a business works from the inside out and comfortable stepping outside your comfort zone. Currently enrolled in a college or university (Finance, Business, Economics, or related majors preferred) Targeting rising seniors, but must be a junior, senior, or post graduate GPA Requirement: 3.0 Genuine interest in wealth management, financial planning, investing, and client experience A roll-up-your-sleeves attitude—willing to jump in, take initiative, and help wherever needed Strong communication and relationship-building skills, with an interest in client engagement and collaborating with others Team-oriented approach—you collaborate generously and are willing to roll up your sleeves to support the broader team Professionalism and adaptability - bring energy, maturity, and a positive attitude to a changing environment Ownership and follow-through - you can take a project from an assignment through completion Curiosity and coachability, you ask thoughtful questions, seek feedback, and are eager to learn Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Note This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship. The company is an equal opportunity employer and complies with ADA regulations as applicable. The posted base compensation range represents the expected hiring range for this position. Where an individual falls within the range will depend on factors such as experience, qualifications, demonstrated skills, work location, and market conditions Know Your Rights Poster- The Employee Polygraph Protection Act (EPPA)- The Family and Medical Leave Act (FMLA) Poster - #J-18808-Ljbffr Perigon Wealth Management, LLC