Intern

About the role#

This internship provides hands-on exposure to the financial services industry within a fee-only fiduciary Registered Investment Advisor. You will support various departments, including Operations, Financial Planning, Client Service, Marketing, Business Development, Compliance, and Administration. The role focuses on developing professional skills and business acumen while gaining an understanding of the day-to-day operations of a wealth management firm.

What you'll do#

• Support multiple departments across the organization.
• Participate in mentorship and training programs.
• Complete project-based assignments.
• Contribute to the success of the firm and its clients.

What you'll need#

• Currently pursuing a degree in Finance, Marketing, Business Administration, or Communications.
• Professional demeanor and attention to detail.
• A strong eagerness to learn.
• Ability to work effectively in a demanding environment.

Location & details#

• Location: Ontario, California.
• Modality: On-site.
• Employment type: Full-time.
• Compensation: Paid internship.
• Term: Rolling.
• Sponsorship: Not available.