Advisory Intern - Summer 2027

Advisory Internship – Summer 2027

Summitry is a Bay Area-based wealth management firm with over $4B in assets under management, ~50 employees, and more than 1,000 clients. We provide personalized financial planning and investment strategies rooted in deep local insight. As a flagship firm of Aspen Standard Wealth, Summitry is part of a broader mission to elevate independent advisory firms across the country. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.

Position Description

• Reports to: Tiffany Lessler, Director of Talent
• Benefits: Not eligible for employee benefits
• Status: Non-exempt
• Work environment: 100% in-office
• Dates: Summer 2027 — 10-week minimum between June and August, 30–40 hours/week

Internship Summary

Summitry's internship is built for rising juniors seriously considering a career as a financial advisor and is a key entry point into our Private Client Group (PCG). Strong performers may be offered a full-time Financial Advisor Associate (FAA) position before they graduate. The right intern is enthusiastic, inquisitive, diligent, and personable, can speak to why the advisory path genuinely interests them, and brings an elevated level of professionalism to client interactions and sensitive information, consistent with our core values: care, grow, and drive.

Structure

• Once an offer is accepted, incoming interns are connected with Summitry employees through our Pathfinders program, a voluntary, low-lift way to build early relationships, learn how the firm works, and walk in confident on Day 1. Pathfinders are there for guidance and context, not formal performance coaching.
• Weeks 1 and 2 cover team and system orientation and coffee chats across the firm, with light exposure to the Investments and Business Development teams.
• Weeks 3 through 10 sit with the PCG team, centered on project, reporting, and process work with client meeting prep and attendance layered in, plus exposure to Client Services and our Chief Experience Officer.
• At the end of Week 10, the intern will deliver a capstone presentation to the full Summitry team (this is a change to reflect on what they experienced, demonstrate what they learned, and share the moments that were most meaningful to them).

Duties and Responsibilities

• Spends the majority of their time on project, reporting, and structure work supporting our Private Client Group (PCG), while participating in client and internal meetings alongside advisors.
• Examples of past intern projects have included RMD and capital gains spreadsheets, client meeting deck prep, Salesforce data analysis and dashboard builds, data review and migration projects, AI implementation, and business-development support (actual projects will vary based on business needs)
• Creates deliverables that support client and prospect meetings, developing the communication, analytical, and project-management skills central to the advisor role
• Develops professional skills through networking and interaction with industry professionals and Summitry leaders, including at least one project or recurring meeting with our Chief Experience Officer
• Other projects as assigned by the Manager
• Creates and presents a final capstone project highlighting main projects and learnings from the program, including a “day in the life” of an intern in the final week of the program

Qualifications

• College Junior (should be a rising Senior when the internship begins the summer of 2027)
• Genuine interest in becoming a financial advisor (the primary focus of the program)
• RIA/financial services internship/experience is preferred
• Customer service and leadership experience
• Positive attitude, curiosity, and initiative: asks questions, speaks up, works well alone and on a team
• Organization and time management: meets deadlines, tracks tasks without reminders, juggles priorities
• Accuracy and attention to detail: careful, well-organized work and reliable follow-through
• Communication and professionalism: clear writing and speaking, strong people skills, discretion with clients
• Project execution and technical skills: delivers strong work, including a capstone presentation; strong proficiency in MS Office, specifically Excel, and eager to learn firm tools (Salesforce, eMoney, AI tools)
• Must be able to relocate to the Bay Area for the internship and after graduation. Housing and living costs are not covered.
• Work authorization: must be legally authorized to work in the United States without current or future employer sponsorship

Compensation

• The expected hourly pay range for this position is $20-25/hour and is contingent upon experience level (not eligible for employee benefits or relocation assistance)

Company Culture and Values

At Summitry, our mission is to help families thrive through the unique set of opportunities and challenges posed by life in the Bay Area (Translation: We help you live your best Bay Area life).

Our core values are the most important aspect of our culture. They reflect the values of our leaders and people, and we are committed to pursuing them daily. Our culture reflects our values in the way we treat each other:

• CARE – we care for each other, our clients, and our community
• GROW – we have an intrinsic desire to grow ourselves and our firm
• DRIVE – we are fiercely driven to achieve our goals and those of our clients

While having an impressive resume is a plus, Summitry strives to find not only top talent but the “right” talent. We’re proud of the culture we’ve built, and we seek individuals who are not only excited about their role and responsibilities but also demonstrate our values and desire to contribute to the growth of our firm.

Summitry, LLC is an Equal Opportunity Employer