Wealth Management Summer Internship: Personal CFO Path

Socket.dev; San Francisco (CA); On-site; USD 24,000 - 34,000; Part time

Benefits offered by this job

Competitive compensation

Award-winning culture

Career growth opportunities

Job summary

Brighton Jones in San Francisco offers a Summer Intern position to gain exposure to financial planning, client service, and advisory work through hands-on experience, mentorship, and cross-team collaboration.

You’ll observe client meetings, work on meaningful projects across investments, impact areas, and operations, and participate in career development activities to prepare for a future in wealth management.

Qualifications

• Genuine interest in financial planning and wealth management.
• Willingness to learn, take feedback, and grow.
• Ability to work with others across teams.
• Desire to contribute, solve problems, and add value.

Responsibilities

• Observe client meetings and participate in team prep meetings.
• Work on meaningful projects across investments, impact, marketing, operations, tax planning, MESI, and more.
• Build professional skills through coaching, feedback, and programming.
• Collaborate with interns nationwide on team projects and presentations.

Skills

Curiosity about wealth management

Growth mindset

Relationship-building

Accountability

Initiative

Strong communication

Attention to detail

Team collaboration

Education

Bachelor’s degree expected 2027–2028

Job description

Brighton Jones in San Francisco offers a Summer Intern position to gain exposure to financial planning, client service, and advisory work through hands-on experience, mentorship, and cross-team collaboration.

You’ll observe client meetings, work on meaningful projects across investments, impact areas, and operations, and participate in career development activities to prepare for a future in wealth management.