Intern

About the Role

This full-time, on-site Intern role is based at CFG Wealth Management’s office in La Jolla Shores, CA.

Key Responsibilities

• Assist with client service activities, such as preparing meeting materials, organizing account documentation, and supporting follow-up communications under the guidance of senior team members.
• Perform day-to-day responsibilities that may include data entry, updating client records, conducting basic financial or market research, and helping with report generation and presentation formatting.
• Support office operations, including scheduling, filing, and general administrative tasks.
• Learn about wealth management processes, compliance standards, and client relationship management.

Qualifications

• Interest in wealth management, financial planning, investments, or related fields, with a desire to learn and grow in the industry.
• Strong organizational and time-management skills, with the ability to manage multiple tasks and meet deadlines.
• Solid written and verbal communication skills, including professional email and document preparation.
• Proficiency with office productivity tools (e.g., Microsoft Word, Excel, PowerPoint) and comfort working with spreadsheets and reports.
• Attention to detail and accuracy when handling client information and financial data.
• Ability to work collaboratively in an office environment and demonstrate discretion with confidential information.
• Current enrollment in, or recent completion of, a degree program in Finance, Business, Economics, or a related discipline is preferred.