About the role#
The Summer Analyst Program is a nine to ten week internship designed for students pursuing a bachelor's or graduate degree. Participants are fully immersed in the day-to-day activities of the Wealth Management division, gaining exposure to financial planning and investment advisory services.
What you'll do#
- Attend orientation to learn about the firm's culture and the responsibilities of the role.
- Participate in training sessions designed to support professional success.
- Contribute to real work responsibilities alongside fellow interns and experienced employees.
What you'll need#
- Currently pursuing a bachelor's or graduate degree.
- Demonstrated interest in financial planning and wealth management.
- Strong analytical skills.
- Ability to collaborate effectively as part of a diverse team.
Location & details#
- Location: Newport Beach, California, United States.
- Term: Summer 2027.
- Modality: On-site.
- Employment type: Full-time, paid internship.
