Private Wealth Management Summer Internship (San Francisco - June 2027 Start)

Location: San Francisco, CA; on-site, in-office Monday through Friday, up to 40 hours per week

Salary: $21.00 per hour, with potential college credits if applicable

Company

hirify.global is a purpose-driven registered investment advisor helping clients align wealth, passion, and purpose through a holistic Personal CFO approach.

What you will do

• Observe client meetings and participate in team preparation meetings.
• Prepare and deliver a mock client presentation simulating a real advisory experience.
• Contribute to projects across investments, impact, marketing, operations, tax planning, and MESI.
• Collaborate with teams and interns across the firm to support a holistic client experience.
• Participate in professional development, team projects, presentations, book clubs, and community activities.

Requirements

• Must be authorized to work in the United States without employment visa sponsorship now or in the future.
• Must be available on-site in San Francisco from June 14 through August 5, 2027, for up to 40 hours per week, Monday through Friday.
• Expected to graduate with a bachelor's degree between December 2027 and June 2028.
• Curiosity about financial planning, wealth management, and helping clients achieve their goals.
• Strong communication, relationship-building, collaboration, organization, attention to detail, and time-management skills.
• Growth mindset, coachability, accountability, initiative, resourcefulness, and a service-oriented approach.

Culture & Benefits

• Ongoing coaching, feedback, and support from experienced professionals.
• Career development programming focused on professional skills and future opportunities.
• Team outings, committee events, firmwide activities, and volunteer opportunities.
• Inclusive culture centered on equity, respect, continuous learning, collaboration, and community impact.
• High-performing interns may be considered for a full-time Analyst position after graduation.

Hiring process

• Priority consideration is given to applications submitted by December 1, 2026.
• Candidates may complete the Values in Action Self-Assessment as part of the application experience.