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Wealth Management Intern at Freestone Capital Management - ApplyBlast

Wealth Management Intern

Freestone Capital Management

27 days ago

3.9 on Glassdoor

San Francisco, California, United States

Onsite

Internship

Intern

0 applicants

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About this role

Freestone is seeking a Wealth Management Intern to join the Client Advisory Team in San Francisco for a summer internship from mid-June to August 2027. The role offers undergraduate students hands-on experience in wealth management, financial planning, and client service through workshops, projects, and ad hoc assignments. Interns will gain practical skills and professional development while potentially completing a cross-functional project to present investment and planning recommendations.

Responsibilities

Provide operational and administrative support to Client Advisor Teams
Assist with preparing marketing materials and proposals for client meetings
Organize client data and maintain information in CRM and reporting systems

Skills

About Freestone Capital Management

freestonecapital.com

Headquarters

Seattle, Washington, United States

Company Size

51-200 employees

Founded

1999

View Profile

Freestone Capital (also operating as Freestone Capital Management) is an independent Seattle-based wealth services firm with offices across California and Alaska. The firm provides wealth management, financial planning, and asset management to help individuals and families manage investments, plan for retirement, and coordinate financial goals. Freestone emphasizes personalized, client-focused advice and aims to give clients the “freedom to focus on what truly matters.”