Job Description
Join our dynamic finance team at Pacific Wealth Partners and kickstart your career in the heart of San Diego's financial district. This paid internship offers hands-on experience in wealth management, investment analysis, and client relations – perfect for motivated students eager to break into finance without prior experience. You'll work alongside CFP professionals in a collaborative environment while gaining exposure to portfolio management, market research, and financial planning tools. Our 12-week program includes mentorship sessions, networking events, and potential for full-time conversion. Why Apply? • Gain real-world finance experience • Build professional connections • Learn industry-standard software • Receive personalized career coaching • Work in a supportive team setting
Responsibilities
- Support portfolio analysis and market research projects
- Assist in preparing client financial statements and reports
- Learn investment strategy development under mentorship
- Contribute to competitive analysis of financial products
- Shadow client meetings and financial planning sessions
- Utilize financial software like Bloomberg Terminal and QuickBooks
- Participate in weekly finance workshops and training sessions
- Complete assigned learning modules on finance fundamentals
Qualifications
- Currently pursuing Bachelor's degree in Finance, Economics, Business, or related field
- Strong academic standing (GPA 3.0+ preferred)
- Basic proficiency in Microsoft Excel and PowerPoint
- Excellent communication and problem-solving skills
- Detail-oriented with strong organizational abilities
- Availability for 20-25 hours/week during semester
- Interest in wealth management or financial planning
- Proactive attitude and eagerness to learn