Intern, Investment Associate

AWM Global Advisors is looking for an Investment Associate Intern in San Diego. This unpaid internship offers a chance to learn about wealth management while working closely with senior advisors. Interns will gain hands-on experience in client relationship management, financial planning, and business development. It’s a great opportunity for finance students to bridge the gap between theory and practice.

What You’ll Do

• Assist in servicing existing client accounts and learn client communication protocols.
• Collaborate with advisors on research and analysis for financial plans.
• Conduct market research to identify potential clients.
• Help develop marketing initiatives to enhance client engagement.
• Participate in team meetings and present findings.

What You Need

• Currently pursuing a Bachelor’s or Master’s degree in Finance, Financial Planning, Economics, or a related field.
• Excellent verbal and written communication skills.
• A self-starter attitude with strong attention to detail.
• Ability to manage multiple tasks in a fast-paced environment.

What You’ll Love

• Gain exposure to wealth management for international clients.
• Learn from experienced professionals in finance and tax planning.
• Opportunity to secure a full-time position after the internship.
• Possibility to receive academic credit for your work.

About the Firm

• AWM Global Advisors specializes in wealth management for ultra-high-net-worth clients.
• They offer comprehensive financial planning and investment management services.
• They have offices in San Diego and the Cayman Islands.
• The firm is committed to diversity and inclusion in the workplace.