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Private Wealth Management Summer Internship (San Francisco - June 2025 start)

AT Brighton Jones
Brighton Jones

Private Wealth Management Summer Internship (San Francisco - June 2025 start)

San Francisco, CA
At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it. 

Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.  

This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic. 

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At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives. 

We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.  

Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives. 

Are you passionate about numbers and eager to make a meaningful difference in people’s lives? Brighton Jones is looking for dynamic Summer Interns to join our team. This is more than just an internship - it's an opportunity to gain hands-on experience in the world of wealth management, helping to lay the foundation to a successful career.

Like a corporation’s chief financial officer, our team provides holistic advice that spans a client’s entire balance sheet and beyond. We call it our Personal CFO approach – and our interns will see this firsthand in action.  Interns will be placed into client service teams to learn from our seasoned professionals how we help our clients live a richer life. Throughout the internship, our interns are encouraged to take on challenges, embrace feedback, and enjoy a supportive environment where growth, learning, and fun are all part of the experience.  

If this opportunity excites you, and you’re ready to grow both professionally and personally, we encourage you to apply!  

Take our Values in Action Self-Assessment to see how our values align!

Our Internship Program Offers the Following and More:

  • Exposure to client service work, including sitting in on internal prep meetings, observing live client interactions, and participating in mock presentations.  
  • Opportunity to work on special projects to learn and get exposure to different areas of the business (philanthropy, investments, marketing, operations, tax planning, MESI, WLRL, and more.) 
  • Participate in coffee chats with team members across the firm to build your network and gain insights into the different roles. 
  • Join departmental overviews to understand how each area of business collaborates with each other to fuel our business’s growth.  
  • Bond with team members through exciting team outings and various committee events. 
  • Get involved with various community service volunteer events with your team and entire firm, embracing our value of community. 
  • Interns who perform well may have the opportunity to receive a full-time offer to return as an Associate Advisor following graduation.  

Program Details:

  • Priority consideration will be given to candidates who apply by November 29th, 2024. 
  • Rising seniors are preferred. 
  • Program dates are June 23 – August 14th, 2025. 
  • Availability to work Monday - Friday, up to 40 hours a week, in the office. 
  • This is a temporary, non-exempt/hourly position. 

Skills & Attributes We Look For:

  • A commitment to excellence and a drive to maintain high standards in all tasks. 
  • Versatility and flexibility with a willingness to work within constantly changing priorities with a positive attitude. 
  • Exceptional communication and collaboration abilities, both written and verbal, to build trust and confidence with clients and colleagues.  
  • A high level of personal integrity, professionalism, and accountability.  
  • Strong analytical and problem-solving skills, acute attention to detail, and exceptional organizational abilities.  
  • Excellent work habits, featuring a self-starter mentality that proactively manages workloads and takes ownership of prioritizing tasks.  
  • A positive attitude and enthusiasm for engaging in company culture!  

Compensation:

  • Pay: $20.00 per hour with potential for college credit, if applicable.

Our Company

At Brighton Jones, we're building a future for wealth management that's about more than managing wealth. Our #OneTeam is united by a shared commitment to our mission, vision, and values. We believe that when you thrive, we thrive, which is why we've created an environment where every team member can genuinely love their work and feel supported by colleagues.

Diversity enriches our lives and our work. We're committed to fostering an inclusive culture where all members of the Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential. This commitment is woven throughout our business and shapes how we hire, empower our teammates, create learning opportunities, and support our communities. 

At Brighton Jones, you'll have the freedom to be yourself and the support to be your best. If you're excited about redefining wealth management and making a positive impact, we want to meet you. We offer you competitive compensation, excellent (and unique!) benefits, and rewarding career opportunities—including a path to ownership for every teammate. 

In your application, tell us why you're eager to join our growing #OneTeam and how this opportunity aligns with your career objectives and personal values. 

What to Expect in the Hiring Process

1. Values in Action Self-Assessment - At Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into observable behaviors and part of the application process includes completing a brief self-assessment on our Values in Action. 

2. Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company. 

3. Role Alignment - Next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences. 

4. Full Loop - You’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening to examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position. 

5. Personal Reference Calls - In this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing. 

6. What’s Next - Interviewing is time-consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again. 

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. 
Client-provided location(s): San Francisco, CA, USA
Job ID: 5328078d-86d6-4149-ac00-1715ca4cda0b
Employment Type: Intern