Intern Job at Tidecrest Wealth Management, LLC, Newport Beach, CA

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  • Tidecrest Wealth Management, LLC
  • Newport Beach, CA

Job Description

Summer Wealth Management Internship Opportunity

Tidecrest Wealth Management is looking for a high caliber intern to join our team this summer. This is a hands-on role with direct exposure to investment analysis, portfolio creation, financial planning, client service, and the day-to-day operations of a growing RIA.

Location: Newport Beach, CA

Duration: 6/29/26 - 7/31/26 (5 weeks)

⏳ Application Deadline: 04/15/26

Part time: 20 hours per week

What You’ll Do:

✔ Analyze client portfolios, performance, and asset allocation

✔ Client Service & administrative tasks

Build and refine financial plans alongside advisors

✔ Prepare client meeting materials

✔ Conduct investment and manager research

✔ Create client facing and marketing materials

Who We’re Looking For:

Top performing undergraduate or graduate student in Finance, Economics, or a related field

Strong analytical ability with attention to detail

Genuine interest in private wealth management, investment management and capital markets

Advanced Excel skills preferred

Self starter who takes ownership and figures things out

Strong communicator who is comfortable in a client facing environment

Apply Now:

Apply through LinkedIn or Send your resume and cover letter to tkolden@tidecrestwm.com

Job Tags

Part time, Summer work, Summer internship

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