Investment Intern
Company: Mission Wealth Management Lp
Location: Santa Barbara
Posted on: April 1, 2026
|
|
|
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
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. Day-to-Day as an
Investment Intern: 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 What You Bring as an Investment Intern: 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 Requirements: 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 Job Type :
Part-time, hourly, non-exempt Location : This position is based out
of our Santa Barbara office. This is an in-office position. Salary
: $22/hour Please submit your cover letter and resume outlining
your detailed experience of proven success within wealth management
to Tina Kunze at tkunze@missionwealth.com . Be sure to share one of
your favorite volunteer projects too!
Keywords: Mission Wealth Management Lp, Lancaster , Investment Intern, Accounting, Auditing , Santa Barbara, California
