2026 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
$65,000 - $110,000/year
27 Feb 2025
Newport Beach, CA, USA
Verified by Turrior
Content + Source + Freshness • 13 Dec 2025 • 95% confidence
80 / 100
Offer value
Valuable opportunity due to high salary range and experience in financial planning, ideal for students aiming to work in wealth management.
- Salary: $65,000–$110,000
- Internship with a reputable financial firm
- In-depth exposure to wealth management strategies
Pros
- Salary offers range from $65,000 to $110,000
- Solid reputation of the firm in the finance sector
- Exposure to financial planning and wealth management practices
Cons
- Primarily targeted at short-term interns
- Seasonal position may restrict long-term growth opportunities
- Variable work hours typical of financial positions
Who it's for
Internship / Entry-level • In-office
Good fit
- Finance students seeking summer roles
- Individuals interested in wealth planning
- Interns eager to learn in a prestigious setting
Not recommended for
- Established professionals seeking stable employment
- Candidates looking for remote work setups
- Individuals uninterested in financial services
Motivation fit
Motivated to gain practical experience in financeDesire to understand asset managementAspirations to build a career in financial consulting
Key skills
Analytical thinkingConsulting skillsClient relationship managementFinancial reporting
Score: 80/100 AI verified analysis
About the job
Job Info
- Job Category Summer Analyst
- Locations Newport Beach, California, United States
- Areas of the Firm Asset & Wealth Management
- Anaplan Salary Range Lower Limit 65,000
- Anaplan Salary Range Upper Limit 110,000
