Private Wealth Intern: Los Angeles (Part Time)
Company Description
Legacy Wealth Investment Counsel, LLC (“Legacy Wealth”) is an independent, fee-only, wealth management firm serving affluent families and businesses nationwide. Founded in 2024 and headquartered in Newport Beach, California, the firm delivers integrated, planning-led solutions designed to address the complexities of modern wealth.
Legacy
Wealth supports clients through major liquidity events, intergenerational wealth planning, and long-term investment oversight. In addition to its Newport Beach headquarters, the firm maintains an office in Century City, a leading financial and business district in Los Angeles. We are Fiduciaries and always put our clients' interest above all else.
Role Description
Legacy Wealth Investment Counsel is seeking motivated upper-level undergraduate students from top-tier universities with an interest in wealth management and/or financial services to assist our team in an intern capacity.
This is a part-time, project-based opportunity primarily providing support for client events, industry conferences, and other business development initiatives as needed. Needs vary month to month, making it well-suited for students seeking flexible, hands-on experience in a boutique wealth management environment.
Details
• Project-based role with flexible, as-needed hours; workload may vary significantly month to month based on business needs.
• $22.50 per hour
• Ideal for upper-level undergraduates.
• Fully remote role with periodic travel required for meetings and events in Beverly Hills, Century City, and the greater Los Angeles area. Proximity to Century City / West LA preferred.
• The position involves significant interaction with the firm’s principals, professional partners, and prospective clients, requiring a high level of professionalism and interpersonal skills.
• Must be currently pursuing a bachelor’s degree at an accredited college or university.
• Candidates should possess a solid understanding of financial principles and a demonstrated interest in the financial services industry.
To apply
: Email your resume to [email protected] with the subject line:
“Private Wealth Intern – Los Angeles - [Your Name]
”
We will contact candidates directly if appropriate. No direct inquiries, please.
Apply tot his job
Apply To this Job
Legacy Wealth Investment Counsel, LLC (“Legacy Wealth”) is an independent, fee-only, wealth management firm serving affluent families and businesses nationwide. Founded in 2024 and headquartered in Newport Beach, California, the firm delivers integrated, planning-led solutions designed to address the complexities of modern wealth.
Legacy
Wealth supports clients through major liquidity events, intergenerational wealth planning, and long-term investment oversight. In addition to its Newport Beach headquarters, the firm maintains an office in Century City, a leading financial and business district in Los Angeles. We are Fiduciaries and always put our clients' interest above all else.
Role Description
Legacy Wealth Investment Counsel is seeking motivated upper-level undergraduate students from top-tier universities with an interest in wealth management and/or financial services to assist our team in an intern capacity.
This is a part-time, project-based opportunity primarily providing support for client events, industry conferences, and other business development initiatives as needed. Needs vary month to month, making it well-suited for students seeking flexible, hands-on experience in a boutique wealth management environment.
Details
• Project-based role with flexible, as-needed hours; workload may vary significantly month to month based on business needs.
• $22.50 per hour
• Ideal for upper-level undergraduates.
• Fully remote role with periodic travel required for meetings and events in Beverly Hills, Century City, and the greater Los Angeles area. Proximity to Century City / West LA preferred.
• The position involves significant interaction with the firm’s principals, professional partners, and prospective clients, requiring a high level of professionalism and interpersonal skills.
• Must be currently pursuing a bachelor’s degree at an accredited college or university.
• Candidates should possess a solid understanding of financial principles and a demonstrated interest in the financial services industry.
To apply
: Email your resume to [email protected] with the subject line:
“Private Wealth Intern – Los Angeles - [Your Name]
”
We will contact candidates directly if appropriate. No direct inquiries, please.
Apply tot his job
Apply To this Job