About the role#
Mission Wealth is looking for an Investment Intern to join our team in Santa Barbara. This position supports our Chief Investment Officer and the broader investment group. You will gain exposure to wealth management while contributing to daily operations and research. This is a paid, part-time role requiring 15-29 hours per week.
What you'll do#
- Work with our investment team to manage client assets.
- Use Tamarac trading software for daily trading tasks and portfolio reporting.
- Research ETFs, mutual funds, stocks, bonds, options, and alternative investments.
- Coordinate with custodians such as Fidelity and Schwab.
- Engage in professional development with support from the team.
What you'll need#
- Current enrollment in a Finance, Business Administration, or Economics degree program.
- An expected graduation date in the Spring of 2028.
- A strong academic record with a focus on investments and economics.
- Proficiency in the full MS Office Suite, including the ability to build complex presentations and analysis.
- Strong attention to detail, time management, and multitasking skills.
Location & details#
- Location: Santa Barbara, California.
- Modality: This is an on-site, in-office position.
- Terms: The internship spans Summer 2027 through Spring 2028, with a start date in May 2027.
About Mission Wealth
Mission Wealth is a wealth and investment management firm based in Santa Barbara, California. Founded in 2000, the company provides financial planning and asset management services to high-net-worth families. It maintains multiple offices throughout the United States and employs between 51 and 200 people. The firm operates as a registered investment adviser.
How to get in at Mission Wealth
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