Aspiring Financial Advisor Intern — Summer 2027 (Bay Area)

Summitry; Foster City (CA); On-site; USD 28,000 - 34,000; Full time

Job summary

Summitry is a Bay Area-based wealth management firm offering a 10-week Summer 2027 internship for rising juniors interested in becoming financial advisors. The program includes project work, client meetings, data analysis in Salesforce/eMoney, and a capstone presentation.

Strong communication, organization, and professionalism are required. Relocation to the Bay Area is necessary, with no housing provided; benefits are not included for interns.

Qualifications

• College Junior (rising Senior in Summer 2027)
• RIA/financial services internship/experience preferred
• Customer service and leadership experience
• Positive attitude, curiosity and initiative; works well solo and on a team
• Organization and time management; meets deadlines and tracks tasks
• Accuracy and attention to detail; careful and reliable
• Strong communication and professionalism; discretion with clients
• Proficient with MS Office, especially Excel; eager to learn firm tools (Salesforce, eMoney, AI tools)
• Must relocate to the Bay Area for internship and after graduation; housing not covered
• Work authorization: legally authorized to work in the United States without sponsorship

Responsibilities

• Support PCG with project, reporting, and structuring work
• Attend client and internal meetings with advisors
• Develop deliverables for client/prospect meetings
• Present capstone project summarizing main projects and learnings
• Participate in paths and meetings with Summitry leaders for guidance
• Contribute to business-development and data analysis tasks
• Collaborate across Investments, Business Development, and Client Services teams

Skills

Customer service

Leadership

Communication

Organization

Time management

Attention to detail

Professionalism

Education

College junior/rising senior status

Tools

Salesforce

eMoney

AI tools

MS Excel

Job description

Summitry is a Bay Area-based wealth management firm offering a 10-week Summer 2027 internship for rising juniors interested in becoming financial advisors. The program includes project work, client meetings, data analysis in Salesforce/eMoney, and a capstone presentation.

Strong communication, organization, and professionalism are required. Relocation to the Bay Area is necessary, with no housing provided; benefits are not included for interns.