Wealth Management Specialist jobs in California

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate Intern to join our award-winning team in the spring of 2024!  Our ideal candidate has a passion to learn more about wealth management, and is studying towards bachelor’s degree with related coursework in Finance, Business or Economics with a graduation date of May 2025. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions.  If this sounds like you, we want to hear from you, ASAP!

As Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ.  You’re articulate, polished and have an aptitude for financial vernacular.  Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language.   Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

This internship will be based out of our HQ in Santa Barbara, CA. The expected duration of this role is 15 months, with the potential of full time employment upon graduation. 

Day-to-Day as Wealth Advisor Associate Intern:

• Work with a high-performing & growth-oriented team of advisors 
• Provide technical financial support to the advisor team
• Contribute to research projects 
• Create client presentation materials
• Be exposed to ongoing client service, sales presentations, and new client onboarding 
• Grow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate, Senior Wealth Advisor Associate, and then ultimately a Wealth Advisor role after succeeding in the supporting Associate position

What You Bring as Wealth Advisor Associate Intern:

• Self-starter with a proactive approach to asking questions and problem solving
• Basic knowledge base across investments, economics, accounting, and financial planning
• A desire to learn more about the wealth management industry
• Excellent attention to detail, multi-tasking, and time management skills
• Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis 
• Outstanding ability to communicate, present, and influence your team 

Pay Information: This is a paid internship at $20/hour.

Please submit your cover letter and resume outlining your background and desire to excel within wealth management.  We look forward to hearing from you!