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Brighton Jones

Posted 1 month ago

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Private Wealth Management Summer Internship (San Francisco - June 2027 Start)

San FranciscoOn-siteInternship

AI Summary

A summer intern at a wealth management firm who observes client meetings, participates in advisory prep, and works on projects across investments, tax planning, and operations while developing professional skills.

About this role

Ready to make a meaningful impact?
At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.
Are you interested in helping people align their wealth with what matters most to them? At Brighton Jones, we believe financial planning is about more than investments. Through our Personal CFO approach, we help clients make informed decisions across every aspect of their financial lives, empowering them to live richer, more fulfilling lives.
As a Summer Intern, you'll gain meaningful exposure to financial planning, client service, and advisory work through real-world experience, mentorship, and collaboration with teams across the firm. You'll have the opportunity to contribute to meaningful projects, build lasting relationships, and develop the skills that can serve as the foundation for a future career in wealth management.
Ready to grow professionally and personally? Apply now and start your journey with Brighton Jones.
Take our Values in Action Self-Assessment to see how our values align!

Our Internship Program Offers the Following and More:

Client & Advisory Experience:
  • Observe client meetings, participate in team prep meetings, and apply your learning through a mock client presentation designed to simulate a real-world advisory experience.
  • Work on meaningful projects while gaining exposure to different areas of the business, including investments, impact, marketing, operations, tax planning, MESI, and more.
    • Professional Development:
  • Receive ongoing coaching, feedback, and support from experienced professionals who are invested in helping you learn, grow, and succeed throughout the summer.
  • Participate in career development programming designed to help you build professional skills, explore future opportunities, and prepare for life after graduation.
    • Skills & Relationships:
  • Build relationships with teammates across the firm while exploring different career paths and areas of expertise within wealth management.
  • Collaborate with interns across the country through team projects, presentations, and book club discussions that foster learning, connection, and professional growth.
  • Develop an understanding of how teams across the firm collaborate to deliver a holistic client experience.
    • Culture & Community:
  • Participate in team outings, committee events, and firmwide activities that help you build relationships and experience Brighton Jones' culture firsthand.
  • Engage in volunteer opportunities that reflect our commitment to community and making a positive impact.
    • Future Opportunities:
  • High-performing interns may have the opportunity to return as a full-time Analyst following graduation.

    • Program Details:

  • Program dates are June 14th - August 5th, 2027.
  • Priority consideration will be given to candidates who apply by December 1st, 2026.
  • Candidates should be on track to graduate with a bachelor's degree between December 2027 and June 2028 and be eligible for consideration for future full-time opportunities following graduation.
  • Availability to work up to 40 hours per week, Monday through Friday, in-office.This is a temporary, non-exempt/hourly position.
  • Candidates must be authorized to work in the United States without sponsorship, now or in the future. Brighton Jones does not provide employment visa sponsorship for this position.

    • Skills & Attributes We Look For:

  • A genuine curiosity about financial planning, wealth management, and helping others achieve their goals.
  • A growth mindset demonstrated through coachability, a willingness to seek feedback, and a commitment to continuous learning.
  • Strong relationship-building and collaboration skills, with the ability to connect with and learn from others.
  • Accountability and ownership, including following through on commitments and taking pride in producing high-quality work.
  • Initiative and resourcefulness, with a desire to contribute, solve problems, and seek opportunities to add value.
  • Strong communication skills, including the ability to listen, ask thoughtful questions, and express ideas clearly.
  • Attention to detail, organization, and the ability to manage multiple priorities effectively.
  • A service-oriented mindset and a desire to contribute positively to teammates, clients, and the broader Brighton Jones community.

    • Compensation:

  • Pay: $21.00 per hour with potential for college credits, if applicable.

    • Skills

    Advisory WorkClient ServiceExcelFinancial ModelingFinancial PlanningInvestmentsMESIOperationsPortfolio AnalysisTax Planning

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