Summer 2027 Research Internship

One Degree Advisors, Inc.; San Diego (CA); On-site; USD 21,000 - 34,000; Part time

Benefits offered by this job

Mentorship from advisory team

Job summary

One Degree Advisors, in San Diego, CA, offers a Summer Research Internship aimed at gaining a real-world introduction to financial planning, investment management, and client-focused advisory work. You will contribute to actual client work and assist advisors with research while joining daily meetings.

You will need strong research, communication, and organizational skills and be able to work independently or as part of a team, with a focus on confidentiality and meeting deadlines.

Qualifications

• Strong research and internet skills.
• Excellent organizational skills.
• Desire to learn about financial planning and investments.
• Strong communication skills: written, verbal, and interpersonal.
• Creativity and ability to work both independently and as part of a team.
• Ability to meet deadlines and manage multiple tasks.
• Attention to detail.
• Must be punctual.
• Professional appearance.
• Adherence to confidentiality.

Responsibilities

• Research investment vehicles and financial planning topics to support advisor and client work.
• Compile and present research concisely for advisor review and application.
• Assist with client work.
• Support marketing initiatives and firm projects as assigned.
• Participate in internal staff and advisor meetings.
• Special projects and other duties as assigned.

Skills

Research skills

Communication skills

Organizational skills

Teamwork

Attention to detail

Time management

Professional appearance

Confidentiality

Education

College student or enrolled

No industry experience required

Job description

One Degree Advisors: Summer Research Internship

Date: Summer 2027 (schedule and start date negotiable)

Hours: 15 hours per week

Duration: Six weeks

Pay Status: Hourly – Part-time

Reports To: Anthony Saffer, CEO

About One Degree Advisors

One Degree Advisors, in San Diego, CA, helps families maximize their return on life through financial planning, investment management, and family legacy planning. We serve as the coordinator of a family's financial team—central to their success and the well‑being of those they influence.

At One Degree, we put our clients first. This requires working with excellence and valuing the trust placed in us. We are an independent firm committed to objectivity in our advice, and we share what we know through our YouTube channels and other educational outreach.

If you are motivated by meaningful work, interested in people and finances, and eager to grow within a financial advisory practice, we would love to talk with you.

Internship Description

One Degree Advisors is offering a Research Internship in San Diego, CA.

You will work alongside our advisory team, gaining a real‑world introduction to financial planning, investment management, and client‑focused advisory work. You will contribute to actual client work, assist advisors with research, and participate in the daily flow of a growing advisory firm—including internal staff and advisor meetings.

The role requires both independent initiative and the ability to communicate findings clearly to the advisors you support. Templates and guidance will be provided, though creativity and curiosity are welcomed. You can expect regular check‑ins with a firm advisor to discuss progress, completed work, and career development.

Tasks and Responsibilities

• Research investment vehicles and financial planning topics to support advisor and client work
• Compile and present research concisely for advisor review and application
• Assist with client work
• Support marketing initiatives and firm projects as assigned
• Participate in internal staff and advisor meetings
• Special projects and other duties as assigned

Job Requirements

• Strong research and internet skills
• Excellent organizational skills
• A desire to learn about financial planning and investments, and to understand what advisory work looks like in practice
• Strong communication skills: written, verbal, and interpersonal
• Creativity and ability to work both independently and as part of a team
• Ability to meet deadlines and manage multiple tasks
• Attention to detail
• Must be punctual
• Professional appearance
• Adherence to confidentiality

Education / Experience

Current college enrollment or degree preferred; no industry experience required.

This job description is subject to revision at any time.