About the role#
As a Private Wealth Management Summer Intern, you will gain hands-on experience in financial planning and client service. You will work alongside experienced professionals to understand how we help clients make informed financial decisions. This role is designed to provide you with exposure to various parts of our business and help you build foundational skills for a career in wealth management.
What you'll do#
- Observe client meetings and participate in team preparation sessions.
- Complete a mock client presentation to practice your advisory skills.
- Work on projects across investments, impact, marketing, operations, and tax planning.
- Participate in career development programming and firmwide activities.
- Build relationships with teammates and collaborate with other interns on projects.
- Engage in volunteer opportunities and team outings.
What you'll need#
- You are on track to graduate with a bachelor's degree between December 2027 and June 2028.
- A genuine interest in financial planning and helping others reach their goals.
- A growth mindset, including a willingness to seek feedback and learn.
- Strong skills in communication, organization, and attention to detail.
- The ability to take ownership of your work and show initiative.
- Strong relationship-building and collaboration skills.
Location & details#
- Location: San Francisco, California.
- Term: Summer 2027 (June 14th to August 5th).
- Work Modality: On-site, up to 40 hours per week.
- Compensation: $21.00 per hour.
- Note: This is a full-time, paid internship. We do not provide visa sponsorship for this position.
About Brighton Jones
Brighton Jones is a financial services firm based in Seattle. Founded in 1999, the company provides wealth management, tax planning, and retirement services. It employs between 201 and 500 people. The firm focuses on aligning financial strategies with the personal goals and values of its clients.
How to get in at Brighton Jones
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