Join the #1 Best Place to Work, Period. 

AdvicePeriod is a team of financial entrepreneurs with a successful history disrupting the financial services industry. Our team previously built one of the largest independent RIA’s in the country with over $10B in client assets, were ranked by Barron’s as the #1 advisor in the country, literally wrote the book on what really matters to wealth management clients, were named the #1 Best Place to Work in Los Angeles and one of Inc. magazines Best Workplaces for 2018.

We started AdvicePeriod in 2014 to be the advisory firm of the future and we’re always looking for new additions along the way. Join our award-winning team.

Wealth Management Intern

WHAT YOU DO:

You will assist and provide support to our Advisor team by gathering data, reviewing and generating performance reports, generating account applications, reviewing wires, trades, and transfers, and assisting with presentation and meeting materials. Our interns will have the opportunity to learn the fundamentals of wealth management as it pertains to high net worth individuals and the day-to-day operations of a fast growing Registered Investment Advisor.  

WHAT YOU BRING:

  • Working toward your Bachelor’s degree and entering your Junior or Senior year
  • Excel wizardry and proficiency in the entire Microsoft Office suite
  • Organized, analytical, and detail oriented
  • Self-motivated and independent yet exhibits a team player attitude
  • Indomitable work ethic and the willingness to work additional hours as needed
  • Strong willingness to learn
  • Outstanding written and verbal communication skills

WHAT WE OFFER:

  • Work experience at a fast-growing firm
  • Networking opportunities with industry experts
  • Training through company-sponsored events
  • Professional development and a true meritocracy
  • Mentorship opportunities

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.