Internship - Private Wealth Management (Roseville, CA Summer 2026)
- Support various projects from Financial Advisors (i.e. review reports and conduct research)
- Prepare for client meetings and presentations
- Assist with financial planning and market research
- Handle admin tasks, calls and basic client questions
- Contribute to branch marketing initiatives
- Process paperwork and documents
- Perform other duties and project support as needed
- Pursuing a bachelor’s degree in finance, business or related degree preferred
- Anticipated graduation date of December 2026 or later
- Interest in financial services and developing a career in private wealth management
- Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates
- Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery
- High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively
- Prior experience in an office setting is preferred
- $18.00 hourly rate
- Paid holidays
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