Position

AlphaCore Fall Internship

About AlphaCore Wealth Advisory:

AlphaCore Wealth Advisory is a financial advisory firm dedicated to providing high-net-worth clients with comprehensive wealth management services. Our mission is to help our clients achieve their financial goals through a client-centric approach, guided by our seven core values. We are seeking a motivated individual to join our team and contribute to our clients’ financial success.

The candidate must embrace the AlphaCore seven core values:

  • Do what is best for the client
  • Work from assumption that people are good, fair and honest
  • Maintain a solution orientation rather than a problem orientation
  • Check ego at the door
  • Seek to create win/win solutions
  • Practice blameless problem solving
  • Keep things fun

Position Overview: Join AlphaCore as an Intern in our Industry Rotational Program! Running approximately 13 weeks for Fall, this program spans 200 hours. You will gain a holistic view of wealth advisory practices and get a glimpse into every aspect of AlphaCore. This paid internship is ideal for an undergraduate student in the San Diego area going into their junior or senior year.

Responsibilities:

  • Collaborate with professionals on client projects and initiatives
  • Conduct research and analysis to support wealth management strategies
  • Assist in creating client presentations and reports
  • Contribute to team meetings and brainstorming sessions

Qualifications:

  • Currently pursuing an undergraduate degree in business or finance
  • Strong analytical skills with attention to detail
  • Excellent communication and interpersonal skills
  • Proactive attitude and eagerness to learn
  • Ability to thrive in a dynamic, collaborative environment
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc.)

Benefits:

  • Hands-on experience in wealth management
  • Mentorship from industry professionals
  • Networking opportunities with peers and professionals
  • Exposure to diverse areas of the financial services industry
  • Experience the fast-paced environment of one of the fastest growing RIAs in the area

How to Apply: Send your resume and a cover letter explaining what you will bring to our company and why you are interested in the internship program to careers@alphacore.com.

Don’t miss out on this chance to gain valuable experience and make a real impact with AlphaCore Wealth Advisory. Apply now and set yourself on the path to a rewarding future in wealth management!

Current opportunity is the Fall Internship program. Applications being accepted until August 31st, 2024. Applications for the Fall Internship will open July 1st, 2024.

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