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Brighton Jones

Wealth management with Personal CFO guidance

Private Wealth Management Intern

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Internship · Summer 2027San Francisco, CA, USA$21 /hr

About the Job

Requirements

  • Candidates should be on track to graduate with a bachelor's degree between December 2027 and June 2028 and be eligible for consideration for future full-time opportunities following graduation.
  • Candidates must be authorized to work in the United States without sponsorship, now or in the future.
  • Candidates should demonstrate curiosity about financial planning, wealth management, and helping others achieve their goals.
  • Candidates should demonstrate coachability, willingness to seek feedback, and commitment to continuous learning.
  • Candidates should have relationship-building and collaboration skills and be able to connect with and learn from others.
  • Candidates should demonstrate accountability and ownership, follow through on commitments, and produce high-quality work.
  • Candidates should demonstrate initiative and resourcefulness, contribute, solve problems, and seek opportunities to add value.
  • Candidates should have strong communication skills, including listening, asking thoughtful questions, and expressing ideas clearly.
  • Candidates should have attention to detail, organization, and ability to manage multiple priorities effectively.
  • Candidates should have a service-oriented mindset and desire to contribute positively to teammates, clients, and the broader community.

Responsibilities

  • Observe client meetings and participate in team preparation meetings.
  • Apply learning through a mock client presentation simulating a real-world advisory experience.
  • Work on meaningful projects and gain exposure to investments, impact, marketing, operations, tax planning, MESI, and other business areas.
  • Participate in career development programming to build professional skills, explore future opportunities, and prepare for life after graduation.
  • Build relationships with teammates across the firm while exploring career paths and areas of expertise within wealth management.
  • Collaborate with interns across the country through team projects, presentations, and book club discussions.
  • Develop an understanding of how teams across the firm collaborate to deliver a holistic client experience.
  • Participate in team outings, committee events, and firmwide activities.
  • Engage in volunteer opportunities.

Desired Qualifications

  • High-performing interns may have the opportunity to return as a full-time Analyst following graduation.

About the Company

Brighton Jones

Wealth management with Personal CFO guidance

Brighton Jones provides wealth management services with a Personal CFO approach aimed at individuals and families. It delivers comprehensive financial planning and ongoing management across areas such as investment management, retirement planning, tax strategies, and estate planning, with a focus on aligning financial resources with personal values and life goals. How it works: clients pay advisory fees—either a percentage of assets under management, fixed fees, or a mix—and receive tailored advice and coordination across all financial aspects, guided by a holistic, fiduciary standard. How it differs from competitors: the firm emphasizes a holistic, person-centered process that integrates emotional well-being and values with financial planning, offering deeply customized planning and proactive coordination beyond traditional fiduciary advice. Goals: help clients thrive by turning complex finances into clear plans that support their life goals and family legacy.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Seattle, WA
Founded
1999

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