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

Brighton JonesBrighton JonesSan Francisco, California, United States
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Posted

9/15/2026

Employment

Intern

Range

$21 - $21/hr

Work style

On-site

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AI summary

Core responsibilities

Interns will gain exposure to financial planning, client service, and advisory work through real-world projects and mentorship. Responsibilities include participating in client meetings, conducting team prep, and contributing to various business areas like investments and tax planning.

Requirements overview

Candidates must be on track to graduate with a bachelor's degree between December 2027 and June 2028. Applicants must be authorized to work in the United States without sponsorship.

Key skills

Financial planningWealth managementClient serviceAdvisory workCommunicationAttention to detailOrganizationCollaborationRelationship buildingProblem solvingInitiativeAccountabilityGrowth mindsetService-oriented

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Education requirements

bachelor degree

About Brighton Jones

Industry

Financial Services

Employees

390

Type

Privately Held

Size

201-500 employees

Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can go after the things you truly care about. For us, protecting and growing your wealth is a foundational part of that journey. But our goal is bigger than your financial peace of mind—it’s your happiness. We want to be the partner that helps you align your wealth, your passions, and your purpose, so you can pursue the life that truly fulfills you—your richer life.

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Job categories

Finance & AccountingCustomer Service & SupportConsulting

Description

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! \n 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. \n Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Requirements

  • Financial planning
  • Wealth management
  • Client service
  • Advisory work
  • Communication
  • Attention to detail
  • Organization
  • Collaboration
  • Relationship building
  • Problem solving
  • Initiative
  • Accountability
  • Growth mindset
  • Service-oriented

Benefits

  • Professional development
  • Mentorship
  • Career coaching
  • Team outings
  • Volunteer opportunities

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