Private Wealth Management Summer Internship (San Francisco - June 2023 start)

San Francisco /
Client Service /
Intern
/ On-site
Do you have an interest in Personal Financial Planning and a passion for numbers and helping people? Brighton Jones is looking for a dynamic Summer Intern to join our team this summer. Our summer internship program offers exposure and hands-on opportunities to learn the fundamentals of wealth management and how we serve our clients through our Personal CFO approach. Interns will be placed onto a client service team to learn from seasoned professionals and complete various client-specific projects. You’ll jump into the starting line-up of an award-winning team with an incredible company culture.

Brighton Jones is one of the nation’s fastest-growing Registered Investment Advisory firms headquartered in Seattle, Washington. Over the past 20 years our team-based approach, relentless focus in evolving our service model, and operational foundation has enabled us to grow 100% organically from a 2-person start-up to a 200-person enterprise, helping over 2,000 families and advising on over $8B in assets. Creating and maintaining an incredible culture is our secret sauce and our goal is to make sure each of our teammates loves working here, what they do, who they do it with, and who they do it for.

Brighton Jones is a team that helps our clients, colleagues, and the global community live richer lives. That’s our mission, and why we do everything we do. We are a team that collaborates together to achieve our goals, as we support our clients in reaching theirs. Successful candidates for this role and all roles at Brighton Jones will bring a “how can I help?” attitude and a willingness to do whatever it takes to help our clients and colleagues succeed. Come see why Brighton Jones has been nominated a “100 Best Places to Work” now 11 consecutive years!

Our intern program offers the following and more:

    • Opportunity to work on special projects as you learn and get exposure to different areas of the business (client service, business development, philanthropy, investments, marketing, operations, financial literacy, tax planning, MESI, etc.)
    • Collaborate with seasoned professionals on various projects and initiatives
    • Participate in team activities and “fun committee” events
    • Volunteer company-sponsored non-profit organizations   

Program Details:

    • Priority consideration will be given to candidates who apply by November 30th, 2022
    • Program set to begin mid/late June 2023
    • Availability to work Monday – Friday, 40 hours per week
    • The approximate length of the internship is 8-weeks, in-office unless otherwise specified
    • This is a temporary non-exempt/hourly position

Qualifications:

    • Eligibility includes current and newly graduated university students
    • Working towards a bachelor’s degree in financial planning, Finance, Accounting, Business or Economics
    • Strong desire to pursue a career in wealth management and personal financial planning
    • Academic success and other internships or work-related experience encouraged

Skills & Attributes:

    • Commitment to excellence and high standards
    • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
    • A high degree of personal integrity, initiative, and acute attention to detail
    • Strong analytical and problem-solving skills
    • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows
    • Exceptional communication and collaboration skills, both written and verbal, with clients and co-workers
    • Must be a self-starter and proactively manage workload, communications, and ownership of tasks

Compensation:

    • Pay: $17.00 per hour
Our Company
 
We are a company that uses creativity and passion to help our clients, colleagues, and the global community live richer lives. We are a nationally recognized wealth management firm with a strong talent focus.
 
At Brighton Jones, we are passionate about building a team of people with diverse backgrounds, ideas, and experiences. Varied voices and perspectives make us stronger, and we believe that individuality—your secret sauce!—allows us to be more successful as a group, raise the bar in all that we do, and enables us to better serve our clients and the global community.
 
Our strong cultural DNA is vital to who we are and the services we provide as a firm. Our MESI program (Mindfulness-based Social and Emotional Intelligence) empowers our employees, clients, and community to be present and act with intention and compassion. Through a growth mindset, we work to inspire, support, challenge, and motivate each other to be the best version of ourselves every day.
 
To the right individual, we offer a very competitive compensation and benefits package for our industry.  If you meet the above requirements, please apply online. In your cover letter, please describe your professional passions and ultimate career objectives.
  
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. 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.
 
Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brighton Jones’s employees to perform their job duties may result in discipline up to and including discharge.