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
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