About the Role:

Join Liang & Quinley Wealth Management as a Finance Intern and immerse yourself in the dynamic world of finance and investment management. This exciting opportunity allows you to gain hands-on experience while supporting our team in delivering exceptional financial services to our clients.

Program Details:

8 week Summer program (flexible on exact dates)

3 days in office/week

Reporting time 9:30am-4:30pm

$16/hour

Responsibilities:

Conduct market research to support investment strategies and recommendations.

Participate in meetings and take detailed notes for follow-up actions.

Help maintain and update client databases and financial models.

Collaborate with team members on various projects and initiatives.

Participate in training sessions to enhance financial knowledge.

Provide administrative support as needed to ensure smooth operations.

Assist with the preparation of our annual charity golf tournament

Other Duties as assigned

Requirements:

Pursuing a degree in Finance, Economics, Marketing or a related field.

Strong analytical skills with attention to detail and accuracy.

Excellent communication and interpersonal skills.

Strong work ethic and eagerness to learn about wealth management.

About Us:

Liang & Quinley Wealth Management has been serving clients in Irvine, CA, for over a decade, providing tailored financial solutions that foster long-term relationships. We pride ourselves on our personalized approach and commitment to our clients' financial success, while our employees appreciate our collaborative culture and opportunities for professional growth.