Wealth Advisor Intern: On-Site, Part-Time, Career Path

Mission Wealth Management LP; Florida; On-site; USD 25,000 - 30,000; Part time

Job summary

Mission Wealth Management LP in Hallandale Beach, FL is seeking a Wealth Advisor Associate Intern. This part-time, hourly, in-office internship supports a growth-oriented advisor team with client service, research, and onboarding tasks.

The ideal candidate is a senior pursuing a bachelor’s degree in Finance/Business/Economics, eager to learn wealth management concepts, and capable of precise, proactive work. The program offers a pathway to full-time opportunities after graduation.

Qualifications

• Senior in a bachelor's program graduating Spring 2027.
• Interest in wealth management and financial planning.
• Strong written and verbal communication abilities.

Responsibilities

• Support advisor team with client service and research projects.
• Participate in client onboarding and sales presentations.
• Assist in data gathering, goal drafting, and financial plan creation.
• Learn and grow toward Wealth Advisor Associate as you progress.

Skills

Self-starter

Communication skills

Attention to detail

Education

Pursuing bachelor's degree

Tools

MS Office

Job description

Mission Wealth Management LP in Hallandale Beach, FL is seeking a Wealth Advisor Associate Intern. This part-time, hourly, in-office internship supports a growth-oriented advisor team with client service, research, and onboarding tasks.

The ideal candidate is a senior pursuing a bachelor’s degree in Finance/Business/Economics, eager to learn wealth management concepts, and capable of precise, proactive work. The program offers a pathway to full-time opportunities after graduation.