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Wealth Management Intern Jobs in Rialto, CA (NOW HIRING)

Wealth Management Intern information

See Rialto, CA salary details

$8

$17

$24

How much do wealth management intern jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for wealth management intern in Rialto, CA is $17.08, according to ZipRecruiter salary data. Most workers in this role earn between $14.47 and $19.28 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 job categories do people searching Wealth Management Intern jobs in Rialto, CA look for?

The top searched job categories for Wealth Management Intern jobs in Rialto, CA are:

What cities near Rialto, CA are hiring for Wealth Management Intern jobs?

Cities near Rialto, CA with the most Wealth Management Intern job openings:

Infographic showing various Wealth Management Intern job openings in Rialto, CA as of June 2026, with employment types broken down into 72% Full Time, 23% Part Time, and 5% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $35,534 per year, or $17.1 per hour.

Field Supervisor (Special Education) - Southern California

Fortune School of Education - San Bernardino County

San Bernardino, CA • On-site

$82.50/hr

Part-time

Re-posted 3 days ago


Job description

About the Employer
Rex and Margaret Fortune School of Education is a comprehensive education system including, non-profit preschools, a network of tuition-free, public charter schools (TK-12th), and a school of education with a masters programs and educator preparations programs accredited by the California Commission on Teacher Credentialing. in Sacramento/San Bernardino County. We prepare students for college starting in preschool Transitional Kindergarten in San Bernardino and Sacramento Counties and are focused on closing the African American achievement gap.
Our Mission
To graduate high achieving students of good character prepared for college and citizenship in a democratic society.
Our Vision
To prepare teachers for service in public schools with competence and sensitivity that will enable them to develop students to their fullest potential.
Our Approach
At Fortune School our education philosophy is The Five Pillars--1) High Expectations, 2) Choice and Commitment, 3) More Time, 4) Focus on Results, 5) Citizenship. We follow this philosophy in all our academic programs in service to the wide range of people we serve from preschool to masters.
Requirements / Qualifications
For more information on Requirements/Qualifications, please contact the employer.
Comments and Other Information
For more information on Comments and Other Information, please contact the employer.
Comments and Other Information
Education Specialist Credentialed Field Supervisors
Ideal workload per trimester:
2 Informal collaborations - (Meeting options include in-person, phone, or remote)
2 Formal Observations- (In person)
2 Video Observations- (Remote)
(Review and grade lesson plans and final intern reflection submissions)
Essential Duties and Responsibilities:
• Initiating contact with district interns to establish communications;
• Providing guidance and support to district interns;
• Observing, assessing, and providing feedback to district interns;
• Completing and collecting all required documentation thorough Fortune's Learning Management System;
• Participating in program meetings.
Working Conditions:
Physical Abilities
• Hearing and speaking to conduct group training, exchange information in person electronically and over the telephone
• Ability to read printed material and computer screens. Ability to understand speech at normal levels
• Dexterity of hands and fingers to operate a computer keyboard and other office equipment
• Kneeling, bending at the waist, and reaching overhead above the shoulders and horizontally to retrieve and store files and supplies.
• Ability to climb stairs, bend, reach, walk, sit and stand for extended periods of time. Ability to lift and carry 10 pounds.
• Accommodations will be made to enable individuals with disabilities to perform the essential job functions.
Qualifications
Required Qualifications:
• Masters' degree in Education or related field from a regionally accredited university.
• A clear California teaching credential - Special Education OR a California Administrative Services credential.
• Exemplary record of teaching.
• Successful experience coaching/mentoring beginning teachers.
• Experience utilizing the latest research-based strategies in critical pedagogy, culturally sustaining pedagogy, and funds of community cultural wealth.
• Experience utilizing alternative forms of assessment with K-12 grade-levels and ability to guide district interns in the development and use of standards-based assessments.
• Ability to provide resources for addressing the needs of English Learners and Students with Special Needs.
• Demonstrated ability to work collaboratively as part of a professional team.
Degree Verification Requirement:
The desired candidate will be required to provide official transcripts for degree verification.
Fortune School of Education provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This position description intends to describe the general nature and level of work being performed by people assigned to this position. It is not intended to include all duties and responsibilities. The order in which duties and responsibilities are listed is not significant.