Summer Intern

November 3, 2025
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Position Overview

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Are you a college student interested in the world of finance, investing, and client service? Join Perigon for a dynamic paid summer internship that offers real-world exposure to the fast-paced and rewarding field of wealth management.

Our internship is designed to provide hands-on experience across departments, equipping you with the skills, knowledge, and professional network to launch your career in financial services.

Position Title: Summer Intern

Department: All Departments

Location: Remote / Hybrid

Employment Status: Part-time

FLSA Status: Non Exempt

Effective Date: 2025

Company Overview

Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. We manage approximately $10 billion in client assets as a fee-only fiduciary. In addition to our headquarters in San Francisco, we have offices nationwide including Hawaii, New York, New Jersey, Connecticut, Massachusetts, Delaware, Michigan, Georgia and Florida with plans for significant near-term growth and expansion into new markets.

Program Highlights

The essential functions include, but are not limited to the following:

  • Duration: 10-12 weeks starting June 1st, 2026
  • Compensation: Paid
  • Location: Remote/Hybrid
  • Schedule: 15 – 20 hours a week

Minimum Qualifications (Knowledge, Skills, and Abilities)

  • Currently enrolled in a college or university (Finance, Business, Economics, or related majors preferred)
  • Must be a junior, senior, or postgraduate
  • GPA Requirement: 3.0
  • Strong interest in wealth management and financial planning
  • Eager to learn, collaborate, and take initiative
  • Excellent communication and analytical skills

Experience

  • Comprehensive Onboarding:
    Kick off the program with a deep dive into our firm’s mission, values, and services.
  • Department Rotations:
    Get exposure to core business areas including:
    • Financial Planning 
    • Investment Research 
    • Client Services
    • Operations
    • Compliance
    • Marketing & Business Development
  • Capstone Project:
    Apply what you’ve learned by completing a capstone project over the final 8 weeks. Present your findings and recommendations to firm leadership at the end of the program.

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.

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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.

Know Your Rights Poster-
https://www.dol.gov/agencies/whd/posters/employee-polygraph-protection-act

The Employee Polygraph Protection Act (EPPA)-
https://www.dol.gov/agencies/whd/posters/employee-polygraph-protection-act

The Family and Medical Leave Act (FMLA) Poster –
https://www.dol.gov/agencies/whd/posters/fmla