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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:
What You Bring as Wealth Advisor Associate Intern:
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!
Intern
Insurance
$67k-95k (estimate)
02/04/2024
05/11/2024
missionwealthmanagement.com
Scottsdale, AZ
<25
Insurance
The job skills required for Wealth Advisor Associate Intern include Wealth Management, Planning, Client Service, Presentation, Problem Solving, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Advisor Associate Intern. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Advisor Associate Intern. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Advisor Associate Intern positions, which can be used as a reference in future career path planning. As a Wealth Advisor Associate Intern, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Advisor Associate Intern. You can explore the career advancement for a Wealth Advisor Associate Intern below and select your interested title to get hiring information.