Overview
Intern Jobs in Newport Beach, CA at Tidecrest Wealth Management, LLC
Title: Intern
Company: Tidecrest Wealth Management, LLC
Location: Newport Beach, CA
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 [email protected]
