Wealth Advisor Associate Intern

Mission Wealth; Town of Florida (NY); On-site; USD 23,000 - 32,000; Part time

Job summary

Mission Wealth, a Barron’s Top 100 RIA firm, is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team. Our ideal candidate is pursuing a bachelor’s degree in Finance, Business, or Economics and eager to learn about wealth management.

You will support an Advisor Team on business development and client service, develop financial plans, and create client presentations while learning the industry language.

Qualifications

• Pursuing bachelor’s degree in Finance, Business, or Economics.
• Strong attention to detail and analytical mindset.
• Interest in wealth management industry.
• Excellent written and verbal communication.
• Willingness to learn and grow.

Responsibilities

• Support a high-performing advisor team on business development and client service initiatives.
• Learn data gathering, drafting goals, and creating financial plans.
• Assist in research projects and analysis for client needs.
• Create client presentation materials and deliverables.
• Assist with client onboarding and ongoing client service activities.
• Aim to progress into Wealth Advisor Associate and Senior roles after succeeding in supporting positions.

Skills

Self-starter

Communication

Attention to detail

Time management

MS Office Suite

Financial knowledge

Willingness to learn

Education

Pursuing bachelor’s degree in Finance/Business/Economics

Tools

MS Office Suite

Job description

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 part-time Wealth Advisor Associate Intern to join our award-winning team! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor’s degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP!

As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. 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.

Day-to-Day as Wealth Advisor Associate Intern:

• Work with a high-performing & growth-oriented team of advisors
• Provide technical financial support to the advisor team
• Contribute to research projects
• Create client presentation materials
• Be exposed to ongoing client service, sales presentations, and new client onboarding
• Grow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate, Senior Wealth Advisor Associate, and then ultimately a Wealth Advisor role after succeeding in the supporting positions

What You Bring as Wealth Advisor Associate Intern:

• Self-starter with a proactive approach to asking questions and problem-solving
• Basic knowledge base across investments, economics, accounting, and financial planning
• A desire to learn more about the wealth management industry
• Excellent attention to detail, multi-tasking, and time management skills
• Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
• Outstanding ability to communicate, present, and influence your team

Duration & Commitment

• Throughout Senior year
• The program is designed to provide a pathway to a full-time position after graduation for high-performing interns.

Academic Requirements

• We are seeking current Seniors graduating in the Spring of 2027

Work Environment

• This is an in-office internship.
• We believe working on-site provides the best environment for learning, collaboration, and immersion in our culture.

Schedule

• Interns typically work 15–29 hours per week.

Job Type: Part-time, hourly, non-exempt

Location: This position is based out of our office in Hallandale Beach. This is an in-office position.

Salary: $20/hour