Careers

Do you have a strong interest in financial planning, investment management and portfolio construction, technology, economics, and business development? If so, you may excel in an exciting and rewarding internship at Monterey Private Wealth. Over the course of this paid internship, you’ll learn the ins and outs of wealth management and financial planning, and gain valuable knowledge working directly with a team of experienced advisors.

General Information 

• Full time position (approximately 40 hours per week) for 6-8 weeks
• In-person in Monterey, California
• Competitive hourly rate of pay

Responsibilities

• Gain knowledge on the various jobs and tasks within the wealth management industry
• Conduct fund research and make recommendations regarding use of funds/asset classes in client portfolios
• Write articles providing generalized information on various financial topics
• Provide assistance and training to clients on how to utilize online platforms and client portals
• Review use of software to identify areas where we can gain greater efficiency
• Sit in on client meetings related to wealth management and financial planning
• Gather and organize client data for financial planning

Qualifications

• High school diploma required. Junior or Senior in college majoring in finance or economics preferred
• Desire to learn about wealth management and financial planning
• Strong analytical skills
• Strong computer skills and ability to learn new software systems
• Effective communication and interpersonal skills
• Ability to work on a team