Careers

Join the BMM Team

At Berkshire Money Management, we believe work should be more than just a job—it should offer balance, support, and endless opportunities for growth.

Here, you’ll find a culture of curiosity, compassion, and fun.

Our team includes financial planners, client care pros, operations experts, creatives, community champions, dogs, and a bossy cat—all working together to help people retire with confidence and live the life they’ve worked for.

Whether you’re an intern just getting started or a seasoned professional ready for a new chapter, BMM is a great place to learn, grow, and nerd out.

We’re always on the lookout for talented, passionate individuals who align with our mission and values.

If you’re interested in joining our team, we’d love to hear from you—whether you see a job here that fits your skills or not.

TELL US ABOUT YOURSELF →

Berkshire Money Management is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.

Internship Opportunities

Berkshire Money Management is proud to offer internship opportunities for the next generation of financial professionals, whether you’re passionate about advising, marketing, operations, or all things behind-the-scenes that make a great client experience possible.

Each internship includes:
  • Hands-on experience in the financial advising industry
  • Opportunities to shadow every member of the team, from investments to marketing
  • A wide array of tasks adapted to your interests and skills
  • Full immersion in the BMM team culture

Summer internship application schedule

  • February: Resume review
  • March: Interviews
  • April: Notice of decisions

Internship hours

  • Monday through Friday, 11 am to 4 pm
APPLY TODAY →

Internship Requirements

Enrollment in an accredited college or university with a major or minor in finance or another business-related field

  • Strong analytical and problem-solving skills
  • Ability to learn software systems that the firm uses to pull reports and look up information
  • Team player mindset with the ability to work independently
  • Attention to detail
  • Professionalism, strong work ethic, and a willingness to learn
  • Flexibility – every day’s task list might look a little different

    “Since it was my first time in a corporate setting, I gained firsthand exposure to how the finance industry operates. From sitting in on client meetings to working on projects that enhanced client engagement, I learned so much about wealth management and the importance of building strong client relationships. The experience also helped me refine my career goals and better understand the steps I need to take to achieve them.”

    — MARLON B.

    “From my first day in the office, I knew this was a place that I would never want to leave. I’ve built relationships at BMM that will surely last. The people here are easily some of the kindest I’ve ever had the pleasure of meeting, always giving their utmost respect, endless support, and constant spread of positivity.”

    — TOBIAS J.