Wealth Management Intern

Company Description

Lashkari Wealth Management & Insurance Solutions LLC, headquartered in Southern California, is a premier provider of private consulting and wealth management solutions. We represent a select group of successful individuals, families, and businesses, delivering a sophisticated suite of services including financial consulting, estate planning strategies, investment management, and generational-wealth building solutions.

At the core of our philosophy is the belief that relationships matter. We go beyond traditional advisory roles by offering a concierge service, cultivating meaningful, long-term partnerships built on trust, transparency, and a shared vision for success. By deeply understanding our clients’ goals and aspirations, we empower them to achieve financial confidence and long-term stability.

Internship Role Description

Wealth Management Intern | Summer 2025 | Costa Mesa, CA (On-Site)

As a Wealth Management Intern, you’ll work closely with senior advisors and support teams to gain firsthand exposure to comprehensive financial planning. This internship is ideal for students or recent graduates exploring a career in financial advising, and investment planning. You’ll participate in real-world casework, investment and insurance research, marketing initiatives, and client support projects—all within a team-focused environment designed to accelerate your learning.

Key Responsibilities

• Assist in preparing client financial plans, investment proposals, and planning presentations
• Support equity compensation strategies, investment portfolios, and insurance solutions
• Attend advisor trainings, client prep sessions, and internal strategy meetings
• Help build marketing content, prospecting materials, and client onboarding resources
• Analyze data for planning scenarios using tools such as eMoney, Right Capital, and Morningstar
• Participate in mentorship meetings and professional development sessions

What You’ll Gain

• Hands-on experience working with a planning-first, client-centric advisory team
• Exposure to advanced strategies involving equity compensation, and wealth preservation
• Training in industry-leading financial software and CRM tools
• Mentorship from seasoned advisors committed to helping you grow
• The opportunity to interview for a full-time Associate Advisor role post-graduation

Ideal Candidate

• Currently pursuing a degree in Finance, Business, Economics, Accounting, or a related field
• Passion for financial planning, investments, or entrepreneurship
• Strong communication, organizational, and research skills
• Team-oriented mindset and interest in helping people make smarter financial decisions
• Bonus: Interest in equity-compensated professionals, private tech clients and, business planning

Compensation

• Access to firm events, trainings, and internal learning library
• Career development support, including licensing guidance (SIE, Life/Health)
• Potential securities licensing support: Series 7 & Series 66