Wealth Advisor Associate Intern jobs in United States
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Mission Wealth · 2 months ago

Wealth Advisor Associate Intern

positionSan Diego, CA
timeInternship
remoteOnsite
seniorityIntern
money$22/hr - $22/hr
workcardStart in 2026 Spring

Mission Wealth is a Barron’s Top 100 RIA firm and is seeking a growth-minded part-time Wealth Advisor Associate Intern to join their award-winning team. The role involves supporting an Advisor Team in business development and client service efforts while learning about wealth management.

Financial ServicesInsuranceRisk ManagementTax ConsultingWealth Management
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Growth Opportunities

Responsibilities

Work with a high-performing & growth-oriented team of advisors
Provide technical and 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

Qualification

Financial planningInvestment knowledgeCommunication skillsMS Office SuiteAttention to detailProblem-solvingTime managementTeam collaboration

Required

Studying toward a bachelor's degree with related coursework in Finance, Business, or Economics
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
Graduation date in the Spring of 2027
Able to commit 15-29 hours a week throughout your Senior year
Start date in May 2026

Company

Mission Wealth

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Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.
dateFounded in 2000
location
Santa Barbara, California, USA
people-size51-200 employees
web-link
https://missionwealth.com

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Great Hill Partners
2025-05-01Private Equity

Leadership Team

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Brad Stark
Founder and Chief Compliance Officer
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John Wernz
Partner, Strategic Advisor
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Recent News

PR Newswire
Mission Wealth Announces Strategic Merger with Colorado's Diversified Asset Management
2025-10-02
PR Newswire
Mission Wealth Announces Merger with Retter Capital Management
2025-09-17
Pulse 2.0
Mission Wealth Merging With Hamilton Walker Advisers
2025-08-25
Company data provided by crunchbase