Internship Opportunity


Interns receive training from seasoned financial advisors in multiple aspects of the investment world such as: day-to-day operations, portfolio design, financial planning, financial strategy as well as many other miscellaneous office duties.  Interns receive hands-on experience dealing directly with clients and prospective clients under the supervision of staff while participating in educational classes that cover a broad range of topics. 

The following requirements must be met to be considered for the position:

  • Integrity to always to the right thing for the client
  • Motivation - "Persistence prevails when all else fails"
  • Positive attitude
  • Inquisitive
  • Focus on goals


    • Specific Duties –
      • Client and prospective client calls, Retirement Analysis, Portfolio Analysis and Design, Client Relationship Database Management, Marketing
    • Location Of Employment –
      • El Segundo, CA
    • Rate Of Pay –
      • Non-Paid, may be eligible to receive academic credit
    • Internship Hours -
      • The internship is broken down into two four hour days twice per week.
    • Internship Seasons -
      • Spring (January 29th - May 10th)
      • Summer (May 29th - August 16th)
      • Fall (August 27th - November 15th)
    • Weekly Educational Classes -
      • We have a curriculum designed to last the duration of the internship that discusses a wide range of topics including:
        • Differences between stocks, bonds, mutual funds, ETF’s, etc.
        • Different types of accounts - IRA, SEP IRA, 401(K), 403(B), Trust, Individual
        • Tax implications of different investment and savings choices
        • Physiology of the investment process
        • The history of the stock/bond market
        • How interest rates can affect you investment outlook 
    • The Process of Financial Planning -
      • Overview of the financial planning process ranging from teaching students how to gather data, analyze it, implement a plan and monitor it.
    • Portfolio Construction -
      • How to construct an efficient portfolio
      • How to analyze a portfolio
      • How to use analysis software like Morningstar
    • Industry Career Options-
      • Different careers and opportunities in the finance field
    • The day to day life of a financial advisor