Investment Intern
About The Position
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 Investment Intern to join our award-winning team! Our ideal candidate has a passion for learning more about investments and trading and is studying to earn a degree in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your desire to help others navigate financial decisions. If this sounds like you, we want to hear from you, ASAP! As an Investment Intern, your service-oriented nature and impeccable attention to detail are key in this position supporting our Chief Investment Officer. You’re articulate, polished, and have an aptitude for financial vernacular. 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.
Requirements
- A desire to learn more about investments and trading within the wealth management industry
- Studying for a Degree in Finance, Business or Economics
- Excellent attention to detail, multi-tasking, and time management skills
- Strong academic record, with particular emphasis on investments and economics
- Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
- Graduation date in the Spring of 2027
- Able to commit 15-29 hours a week throughout your Senior year (12-15 month commitment)
- Start date in May of 2026
Responsibilities
- Work with a high-performing & growth-orientated investment team in beautiful Downtown Santa Barbara responsible for the management of over $14B in client assets
- Utilize Tamarac trading software for daily trading requirements and portfolio reporting
- Contribute to the research of ETFs, mutual funds, individual stocks/bonds, options, and alternative investments used in Mission Wealth portfolios
- Interact with preferred custodians (Fidelity/Schwab)
- Grow yourself personally and professionally with the support of your team
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Career Level
Intern
Education Level
No Education Listed
