{"id":3553879,"url":"https://alion.io/job/mission-wealth-wealth-advisor-associate-intern","title":"Wealth Advisor Associate Intern","company":{"id":2108894,"name":"Mission Wealth","domain":"missionwealth.com","url":"https://alion.io/company/missionwealth","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"ADP","truth_index":null},"role":"Early Careers","role_family":"Early Careers","seniority":"intern","employment_type":"internship","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Santa Barbara, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":null,"max":22,"currency":"USD","period":"hour","gross":null,"usd_annual":44000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"closed","first_seen_at":"2026-10-30T23:54:29Z","employer_posted_date":"2026-10-30","last_verified_at":"2026-11-03T04:50:54Z","board_verified":false,"closed_at":"2026-11-03T04:50:54Z","days_open":3,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":3},"description":"As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor’s degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP!\nAs a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.\nMission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.\nDay-to-Day as Wealth Advisor Associate Intern:\nWork with a high-performing & growth-oriented team of advisors \nProvide technical financial support to the advisor team\nContribute to research projects \nCreate client presentation materials\nBe exposed to ongoing client service, sales presentations, and new client onboarding \nGrow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate, Senior Wealth Advisor Associate, and then ultimately a Wealth Advisor role after succeeding in the supporting positions\nWhat You Bring as Wealth Advisor Associate Intern:\nSelf-starter with a proactive approach to asking questions and problem-solving\nBasic knowledge base across investments, economics, accounting, and financial planning\nA desire to learn more about the wealth management industry\nExcellent attention to detail, multitasking, and time management skills\nProficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis \nOutstanding ability to communicate, present, and influence your team \nRequirements:\nGraduation date in the Spring of 2028\nAble to commit 15-29 hours a week throughout your Senior year \nStart date in May 2027\nJob Type: Part-time, hourly, non-exempt\nLocation: This position is based out of our office in Santa Barbara. This is an in-office position.\nSalary: $22/hour\nPlease submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects too!","description_format":"text","description_chars":3194,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Services","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-30T23:54:29Z"},{"event":"close","at":"2026-11-03T04:50:54Z"}],"visa":[],"liveness":null,"pay":{"stated_usd_annual":44000,"is_top_pay":false},"html_url":"https://alion.io/job/mission-wealth-wealth-advisor-associate-intern","json_url":"https://alion.io/job/mission-wealth-wealth-advisor-associate-intern.json","meta":{"generated_at":"2026-11-04T13:39:43Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":20611,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-05T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2108894},"rest":"https://alion.io/mcp/rest/get_company?id=2108894"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmission-wealth-wealth-advisor-associate-intern"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmission-wealth-wealth-advisor-associate-intern"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmission-wealth-wealth-advisor-associate-intern"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/mission-wealth-wealth-advisor-associate-intern\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmission-wealth-wealth-advisor-associate-intern"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3553879}},{"tool":"search_jobs","arguments":{"company":"missionwealth.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3553879},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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