Atlas Legacy Advisors · 1 day ago
Wealth Management Intern
California, United States
Internship
Hybrid
InternAtlas Legacy Advisors is a Los Angeles–based Registered Investment Advisory firm looking for Summer 2026 Interns to develop future first-year associates. The internship offers hands-on experience in wealth management through structured case studies, shadowing advisors, and participating in real-world discussions.
Financial Services
Responsibilities
Work through a structured financial planning case study designed to teach the fundamentals of wealth management
Shadow advisors and operations staff to gain exposure to both client-facing and behind-the-scenes aspects of an RIA
Participate in real-world discussions around investments, planning, and client service
Present a capstone project at the end of the internship based on your case study experience
Qualification
Required
Junior or senior currently enrolled in college
Strong interest in financial planning and wealth management
Curious, detail-oriented, and eager to learn
Someone looking for mentorship and the opportunity for professional growth
Company
Atlas Legacy Advisors
We are an independent investment advisory firm committed to helping you protect your wealth, enjoy a fulfilling life, and create an enduring legacy.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase