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Internship Wealth Management Operations Jobs in California

EP Wealth Advisors LLC

Wealth Advisor (Torrance)

Torrance, CA · On-site

$60K - $170K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... Liaise with advisory team internal team members including portfolio management, operations and ...

EP Wealth Advisors, LLC

Wealth Advisor (Torrance)

Torrance, CA · Hybrid

$60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... Liaise with advisory team internal team members including portfolio management, operations and ...

Mariner

Wealth Advisor

San Diego, CA · On-site

$100K - $150K/yr

... mentoring interns, etc. * Excellent organizational and time management skills in a high energy ... All Wealth Advisors must have a clean U4 with no disclosures. #LI-JS1 #LI-Hybrid We welcome your ...

CAPTRUST

Fall Wealth Management Intern

Sacramento, CA

$17 - $24/hr

CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in ...

CAPTRUST

Fall Wealth Management Intern

Sacramento, CA · On-site

$17 - $24/hr

CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in ...

CAPTRUST

Fall Wealth Management Intern

Sacramento, CA

$17 - $24/hr

CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in ...

EP Wealth Advisors LLC

Wealth Advisor

San Luis Obispo, CA · On-site

$60K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... Liaise with advisory team internal team members including portfolio management, operations and ...

EP Wealth Advisors, LLC

Wealth Advisor

San Luis Obispo, CA · Hybrid

$60K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... Liaise with advisory team internal team members including portfolio management, operations and ...

EP Wealth Advisors, LLC

Wealth Advisor (San Diego)

San Diego, CA · Hybrid

$60K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... Liaise with advisory team internal team members including portfolio management, operations and ...

EP Wealth Advisors LLC

Wealth Advisor (San Diego)

San Diego, CA · On-site

$60K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... Liaise with advisory team internal team members including portfolio management, operations and ...

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All JobsWealth Management Operations JobsInternship Wealth Management Operations JobsInternship Wealth Management Operations Jobs in California

Internship Wealth Management Operations information

What is the difference between Internship Wealth Management Operations vs Wealth Management Analyst?

AspectInternship Wealth Management OperationsWealth Management Analyst
CredentialsTypically pursuing or recent graduate, no certification requiredBachelor's degree often required; certifications like CFA are a plus
Work EnvironmentInternship setting, learning-focused, supporting daily operationsFull-time role, analytical, client-focused, strategic planning
Employer & Industry UsageFinancial firms, banks, wealth management companiesFinancial advisory firms, private banks, investment firms

Internship Wealth Management Operations roles are entry-level, learning-focused positions supporting daily operational tasks. Wealth Management Analysts are more advanced, performing detailed analysis and client advisory work. Internships serve as a stepping stone to analyst roles, which require more experience and credentials.

What are the most commonly searched types of Wealth Management Operations jobs in California?

The most popular types of Wealth Management Operations jobs in California are:

Internship Wealth Management Operations jobs near you

Wealth Management Operations Associate

Claire Myers Consulting

San Francisco, CA • On-site

$70K - $100K/yr

Full-time

Re-posted 19 days ago

Job description

Location: San Francisco, CA (Hybrid: 3–4 days in office/ full time in office during training period)


Compensation: Base Salary: $65,000–$90,000 (depending on experience and with total compensation potential at $70,000–$100,000+


Licensing support: Sponsorship for CA Life Insurance License, Series 7 & 63/66 (if not already licensed)



Our client is a collaborative, high-performing wealth management firm with a strong team culture and a shared commitment to delivering exceptional client service. They are seeking a Wealth Management Operations Associate who will play a key role in supporting both investment and insurance operations. This is a highly dynamic, “catch-all” position for someone who enjoys variety, takes pride in getting things right, and wants to be a true team player.


This person will start with a focus on investment operations, expand into insurance operations, and ultimately become cross-trained across all operational functions. There is also an opportunity to help build and refine internal processes, including creating and documenting SOPs.



Key Responsibilities:


  • Support day-to-day investment operations, including account opening, transfers, money movement, and maintenance
  • Assist with insurance operations, including application processing, underwriting coordination, and policy tracking
  • Serve as a go-to resource for operational tasks across the team (“catch-all” support)
  • Ensure accuracy and timeliness across all transactions and client-related work
  • Help create, document, and refine standard operating procedures (SOPs)
  • Partner closely with advisors and client service team members to ensure a seamless client experience
  • Assist with ad hoc projects and operational improvements as bandwidth allows
  • Maintain strong organization and follow-through across multiple systems and priorities



Qualifications:


  • Bachelor's degree required
  • 2–5+ years of experience in wealth management, financial services, or operations
  • Experience with investment operations (account opening, transfers, custodians, etc.) preferred
  • Exposure to insurance operations is a plus (or willingness to learn quickly)
  • Series 7 license preferred, or willingness to obtain shortly after joining 
  • If not licensed, candidate to get the CA life insurance license within the 90 days of probationary period
  • Highly detail-oriented with strong organizational skills
  • Team-first mindset with a willingness to jump in wherever needed
  • Comfortable working across multiple systems and processes
  • Strong communication skills and ability to collaborate internally
  • Ability to work in-office in San Francisco 3–4 days per week (after training period)