Wealth Management Summer Internship — Personal CFO Path

Brighton Jones; San Francisco, Northern (CA, KY); Hybrid; USD 25,000 - 33,000; Full time

Benefits offered by this job

Pay: $21 per hour

College credits

Job summary

Brighton Jones in San Francisco is offering a Summer Intern program designed to expose students to financial planning, client service, and advisory work through real-world experience and mentorship. You’ll contribute to meaningful projects, observe client meetings, and collaborate with teams across the firm.

Candidates should be on track to graduate with a bachelor's degree between December 2027 and June 2028, and be authorized to work in the United States.

Qualifications

• Curiosity about financial planning and wealth management.
• Growth mindset with coachability and learning.
• Strong relationship-building and collaboration skills.

Responsibilities

• Observe client meetings and team prep meetings.
• Work on meaningful projects spanning investments, marketing, operations, and more.
• Receive coaching and participate in career development programming.

Skills

Financial planning

Wealth management

Communication skills

Team collaboration

Growth mindset

Education

Pursuing bachelor's degree

Job description

Brighton Jones in San Francisco is offering a Summer Intern program designed to expose students to financial planning, client service, and advisory work through real-world experience and mentorship. You’ll contribute to meaningful projects, observe client meetings, and collaborate with teams across the firm.

Candidates should be on track to graduate with a bachelor's degree between December 2027 and June 2028, and be authorized to work in the United States.