Marketing Intern

POSITION OVERVIEW

Ever wonder how someone goes from searching for a financial advisor to sitting across the table from one? That’s the work of our Organic Growth team. Our paid Summer Internship Program puts you inside the marketing and business development side of an independent wealth management firm, where you’ll see how we create interest, earn the trust of people looking for financial advice, and turn that interest into lasting client relationships.

You’ll learn how we get to know our prospects and clients: who they are, what they’re looking for, and what brings them to us. You’ll see how marketing and business development shape the client experience from the very first touchpoint, and how we use what we learn to keep improving it.

We think the best way to learn is by doing. You’ll work alongside experienced professionals on real projects and leave the summer with practical marketing skills, a bigger network, and a clearer sense of where your career could go.

COMPANY OVERVIEW

Perigon Wealth Management is an independent RIA founded and led by lifelong advisors. With approximately $12.2 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

Duration: 10 weeks starting June 7th, 2027

Compensation: Paid

Schedule: Up to 30 Hours per Week

Location: Remote

EXPERIENCE

• Comprehensive Onboarding:

Your first weeks are about understanding how Perigon works: our mission, our values, and what it means to put clients first. You’ll see how the pieces of a wealth management firm fit together and where each team shows up in a client’s experience.

• Department Rotations:

A wealth management firm is more than its advisors. You’ll spend time with the teams that keep everything running: Financial Planning, Investment Research, Client Services, Operations, Compliance, People & Culture, and Marketing & Business Development.

· Marketing Projects:

Get hands-on with the work behind how an independent RIA tells its story. Depending on the summer’s priorities, you may help with social media and content, market and audience research, email and digital campaigns, event support, and internal and external communications. You’ll also dig into marketing trends across wealth management. Along the way, you’ll see how a firm builds its brand, connects with clients and prospects, and supports its growth.

• 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.

• Mentorship & Networking:

Some of the most useful things you’ll learn this summer won’t come from a project. You’ll build relationships with mentors and people at every level of Perigon, ask your questions, and hear about the different paths that brought them here.

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 (Marketing, Communications, Journalism, Media Studies, Business, Advertising, Public Relations, Psychology, Sociology, English, Graphic Design, Digital Media, or related majors preferred)

Targeting rising seniors, but must be a junior, senior, or postgraduate

GPA Requirement: 3.0

Curiosity about the human side of marketing: how people come to trust a brand, what actually moves someone to make a decision, and how stories get told online and offline

Interest in finance or services marketing is a plus, but no wealth management background is required

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-

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The Employee Polygraph Protection Act (EPPA)-

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The Family and Medical Leave Act (FMLA) Poster -

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