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Wealth Management Intern Jobs in California (NOW HIRING)

The Buckle

Sales and Management Intern

Fresno, CA · On-site +1

$17 - $20/hr

Summary The Sales and Management Intern position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Sales and Management Intern

Fresno, CA · On-site +1

$17 - $20/hr

Summary The Sales and Management Intern position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Sales and Management Intern

Fresno, CA · On-site

$17 - $20/hr

Summary The Sales and Management Intern position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

The Buckle, Inc.

Sales and Management Intern

Fresno, CA · On-site +1

$17 - $20/hr

Summary The Sales and Management Intern position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Centura Wealth Advisory

Marketing Intern

San Diego, CA · On-site

$17.25/hr

The Marketing Internship provides a hands-on introduction to the world of business development and marketing in the wealth management space. Interns will gain firsthand experience leveraging key ...

Centura Wealth Advisory

Marketing Intern

San Diego, CA · On-site

$17.25/hr

The Marketing Internship provides a hands-on introduction to the world of business development and marketing in the wealth management space. Interns will gain firsthand experience leveraging key ...

Centura Wealth Advisory

Marketing Intern

San Diego, CA · On-site

$17.25/hr

The Marketing Internship provides a hands-on introduction to the world of business development and marketing in the wealth management space. Interns will gain firsthand experience leveraging key ...

Jewish Family Service of Colorado

Intern

San Diego, CA · On-site

$16.90 - $20/hr

Gain exposure to wealth management business, products, services and clients financial needs. Requirements: * High school diploma required. In pursuit of college degree preferable. * At least 18 years ...

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Wealth Management Intern information

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How much do wealth management intern jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for wealth management intern in California is $16.81, according to ZipRecruiter salary data. Most workers in this role earn between $14.23 and $18.99 per hour, depending on experience, location, and employer.

What does a wealth management intern do?

A Wealth Management Intern supports financial advisors and wealth managers by conducting research, preparing client presentations, and assisting with portfolio analysis. Interns often help with administrative tasks, data entry, and financial planning projects. This role provides hands-on experience in investment strategies, client relationship management, and financial product knowledge, making it an excellent stepping stone for a career in finance.

What types of projects and responsibilities can a wealth management intern expect to handle during their internship?

As a Wealth Management Intern, you can expect to support financial advisors with tasks such as conducting market research, preparing client presentations, and assisting with portfolio analysis. You may also help with administrative duties, data entry, and monitoring client accounts. Interns often participate in team meetings and may have the opportunity to shadow client interactions, gaining firsthand insight into relationship management. This role offers a valuable overview of daily operations in a wealth management firm and a chance to develop both technical and interpersonal skills.

What are the key skills and qualifications needed to thrive as a wealth management intern, and why are they important?

To thrive as a Wealth Management Intern, you need a solid understanding of finance, investment principles, and strong analytical skills, often supported by coursework in economics or finance. Familiarity with financial modeling tools, Microsoft Excel, and CRM systems like Salesforce is commonly required. Excellent communication, attention to detail, and a client-focused attitude are crucial soft skills for building relationships and supporting advisory teams. These skills enable interns to effectively assist with portfolio analysis, client service, and administrative tasks in a competitive financial environment.

Is it hard to get a wealth management internship?

Securing a wealth management internship can be competitive, often requiring relevant coursework, strong academic performance, and interpersonal skills. Applicants typically need to demonstrate financial knowledge, sometimes through certifications like the CFA Level I, and may be expected to complete interviews and assessments as part of the selection process.

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

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

What are popular job titles related to Wealth Management Intern jobs in California?

For Wealth Management Intern jobs in California, the most frequently searched job titles are:

What job categories do people searching Wealth Management Intern jobs in California look for?

The top searched job categories for Wealth Management Intern jobs in California are:

What cities in California are hiring for Wealth Management Intern jobs?

Cities in California with the most Wealth Management Intern job openings:

Wealth Management Intern jobs near you
Infographic showing various Wealth Management Intern job openings in California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $34,972 per year, or $16.8 per hour.

Wealth Management Intern (Summer 2027, Newport Beach)

Corient Private Wealth LLC

Newport Beach, CA • On-site

$38.45/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 5 days ago

Job description

Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Location: Newport Beach, CA (5x a week in the office)
Duration: June-August 2027
Hours: 40 hrs/week
Key Responsibilities:
  • Prepare materials for client presentations, such as financial independence and education projections, net worth statements, cash flow reports, budgets, insurance, and estate planning summaries.
  • Review, summarize, and analyze information related to various financial aspects of a client's life, including risk management, retirement planning, benefits, taxes, estate plans, gifting, charitable endeavors, and education.
  • Assist in preparing customized financial planning templates for client meetings.
  • Research financial planning topics as needed.
  • Manage client and firm documents in the document management system.
  • Contribute to firm projects and departmental initiatives as requested.
  • Represent Corient positively to clients, outside professionals, and the public.

Key Competencies:
  • Effective workload management.
  • Strong communication skills, both oral and written, with excellent interpersonal abilities.
  • Exceptional organizational skills with acute attention to detail.
  • Ability to handle multiple tasks concurrently, prioritize work, and take direction from multiple team members.
  • Strong analytical and problem-solving skills.
  • Capability to work quickly and accurately to meet deadlines.
  • Basic understanding of financial planning and investment concepts.
  • Familiarity with insurance, estate planning, and tax principles.
  • Proficiency in Microsoft Office Suite, including Excel.

Education and Credentials:
  • Currently pursuing a bachelor's degree and ideally will be a rising junior or senior come summer 2027
  • Demonstrates an extraordinary client service attitude.
  • Team player who can assist, mentor, and inspire others.
  • Upholds high standards of professionalism, ethics, and integrity.
  • Maintains strict confidentiality regarding client and firm matters.

Pay Information
This position is non-exempt and is paid according to the laws of the State of California. The pay for this position is $38.45 USD per hour. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements
  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements
  • Must be 18 years of age or older.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days

Corient is the world's largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry's only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

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