Wealth Advisor Associate Intern
Company: Mission Wealth Management Lp
Location: Santa Barbara
Posted on: April 1, 2026
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Job Description:
As a Barron’s Top 100 RIA firm and voted Best Places to Work by
Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and
Investment News, Mission Wealth is hiring a growth-minded part-time
Wealth Advisor Associate Intern to join our award-winning team !
Our ideal candidate has a passion for learning more about wealth
management and is studying toward a bachelor’s degree with related
coursework in Finance, Business, or Economics. You define ambition,
have a sense of adventure, and a passion for purpose, both in life
and in your approach to helping clients navigate their financial
decisions. If this sounds like you, we want to hear from you, ASAP!
As a Wealth Advisor Associate Intern, your service-oriented nature
and impeccable attention to detail are critical in supporting an
Advisor Team on business development and client service efforts.
You are eager to learn about the world of wealth management, and
you also possess a high emotional IQ. You’re articulate, polished,
and have an aptitude for financial vernacular. Extremely analytical
and a great listener, you will learn data gathering, drafting
goals, and creating financial plans that speak to the clients in
“their” language. Your commitment to making a positive impact in
other people’s lives parallels your drive for personal and
professional growth. Mission Wealth has offered 360-degree wealth
management services to affluent families since 2000. Our dynamic
planning process ensures that every piece of the puzzle is put into
place as our clients’ lives unfold and their needs evolve. This
gives them the complete picture and confidence in their financial
future. Day-to-Day as Wealth Advisor Associate Intern: Work with a
high-performing & growth-oriented team of advisors Provide
technical 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 What You Bring as Wealth
Advisor Associate Intern: 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 Requirements :
Graduation date in the Spring of 2027 Able to commit 15-29 hours a
week throughout your Senior year Start date in May 2026 Job Type :
Part-time, hourly, non-exempt Location : This position is based out
of our office in Santa Barbara. This is an in-office position.
Salary : $22/hour Please submit your cover letter and resume
outlining your detailed experience and desire to excel in wealth
management. Be sure to share one of your favorite volunteer
projects too!
Keywords: Mission Wealth Management Lp, Lynwood , Wealth Advisor Associate Intern, Accounting, Auditing , Santa Barbara, California
