What are the responsibilities and job description for the Wealth Advisor Associate 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 part-time Wealth Advisor Associate Intern to join our award-winning team! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor’s degree with related coursework in Finance, Business, or Economics. 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 a 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.
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 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 positions
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
Job Type: Part-time, hourly, non-exempt
Location: This position is based out of our Santa Barbara office. This is an in-office position.
Salary: $20/hour
Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management to Tina Kunze at tkunze@missionwealth.com. Be sure to share one of your favorite volunteer projects too!
Salary : $20
