11 wealth management analyst jobs at 2 companies in Oceanside, CA
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2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Newport Beach, California, United States
$65k-$100k/yr OnsiteInternship
Summer internship for students pursuing a bachelor's or graduate degree, including orientation, training, and real responsibilities in asset and wealth management.
2mo
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2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Newport Beach, California, United States
$65k-$100k/yr OnsiteInternship
Internship in wealth management with exposure to financial planning and advisory services; includes orientation, training, and real responsibilities.
2w
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2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Newport Beach, California, United States
$65k-$100k/yr OnsiteInternship
Nine- to ten-week summer internship for students pursuing a bachelor's or graduate degree; applicants participate in training and real business responsibilities.
1w
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2027 Summer Intern - Global Wealth Management, Internal Sales Analyst, US
Austin or Newport Beach
$43/hr OnsiteInternship, Full Time
0+ YOECurrent undergraduate student at an accredited four-year university with a minimum 3.2 GPA, English proficiency, financial markets interest, communication skills, Microsoft Excel proficiency, and ability to multitask.
Microsoft Excel
1w
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2027 Summer Intern - Global Wealth Management, Internal Sales Analyst, US
Austin or Newport Beach
$43/hr OnsiteFull Time, Internship
0+ YOECurrently pursuing an undergraduate degree, enrolled in Fall 2027, minimum 3.2 GPA, English proficiency, financial markets interest, communication skills, teamwork, multitasking, and Microsoft Excel proficiency.
Microsoft Excel
1w
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2027 Summer Intern - Global Wealth Management, Strategic Accounts Analyst, US
New York City or Newport Beach
$43/hr OnsiteInternship, Full Time
Undergraduate degree in progress, 3.3 GPA, English proficiency, finance and economics foundation, research and data analysis skills, client relationship interest, and Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, HireVue, AI tools
1w
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2027 Summer Intern – Global Wealth Management, Private Client Group Analyst, US
Newport Beach or Austin or New York City
$43/hr OnsiteInternship, Full Time
0+ YOEUndergraduate degree in progress, 3.2 minimum GPA, university enrollment in Fall 2027, business-proficient English, finance/economics foundation, communication, organization, analytical, and multitasking skills.
Microsoft Excel, AI tools
1w
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2027 Summer Intern – Global Wealth Management, Private Family Capital Analyst, US
Newport Beach or Austin or New York City
$43/hr OnsiteInternship, Full Time
Pursuing an undergraduate degree, enrolled in Fall 2027, minimum 3.2 GPA, business-proficient English, finance or economics foundation, investment interest, and analytical communication skills.
Microsoft Excel, AI tools
3d
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2027 Summer Intern – Global Wealth Management, Private Family Capital Analyst, US
Newport Beach or Austin or New York City
$43/hr OnsiteInternship, Full Time
Undergraduate degree in progress, 3.2 GPA, English proficiency, finance and economics foundation, investment concepts familiarity, strong communication, organization, problem-solving, and Excel skills.
Microsoft Excel, AI
3d
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2027 Summer Intern - Global Wealth Management, Strategic Accounts Analyst, US
New York City or Newport Beach
$43/hr OnsiteInternship, Full Time
Pursuing an undergraduate degree, enrolled in Fall 2027, minimum 3.3 GPA, English proficiency, finance and economics foundation, research and data analysis skills, and Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, HireVue
3d
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2027 Summer Intern – Global Wealth Management, Private Client Group Analyst, US
Newport Beach or Austin or New York City
$43/hr OnsiteInternship, Full Time
Undergraduate degree in progress, enrollment during Fall 2027, 3.2 GPA, English proficiency, and foundational finance and economics knowledge. Excel proficiency recommended.
Microsoft Excel, AI tools