What are the responsibilities and job description for the Investment Intern position at Mission Wealth Management LP?
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 Investment Intern to join our award-winning team! Our ideal candidate has a passion for learning more about investments and trading and is studying to earn a degree in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your desire to help others navigate financial decisions. If this sounds like you, we want to hear from you, ASAP!
As an Investment Intern, your service-oriented nature and impeccable attention to detail are key in this position supporting our Chief Investment Officer. You’re articulate, polished, and have an aptitude for financial vernacular. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.
Day-to-Day as an Investment Intern:
- Work with a high-performing & growth-orientated team
- Work with a high-performing & growth-orientated investment team in beautiful Downtown Santa Barbara responsible for the management of almost $7B in client assets
- Utilize Tamarac trading software for daily trading requirements and portfolio reporting
- Contribute to the research of ETFs, mutual funds, individual stocks/bonds, options, and alternative investments used in Mission Wealth portfolios
- Interact with preferred custodians (Fidelity/Schwab)
- Grow yourself personally and professionally with the support of your team
What You Bring as an Investment Intern:
- A desire to learn more about investments and trading within the wealth management industry
- Studying for a Degree in Finance, Business or Economics
- Excellent attention to detail, multi-tasking, and time management skills
- Strong academic record, with particular emphasis on investments and economics
- Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
Job Type: Part-time; hourly
Location: This position is based out of our office [Location]. This is an in-office position.
Salary: $[Base], plus annual bonus paid in quarterly increments
Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at tkunze@missionwealth.com. Be sure to share one of your favorite volunteer projects too!
