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Wealth Management Intern (Summer 2024) - San Diego

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North Island Credit Union

Feb 28

Applications are closed

  • Internship
    Full-time
    Summer Internship
  • Banking & Finance
  • San Diego

Requirements

  • This position is 100% on site
  • A current college student
  • Willingness to learn
  • Excellent verbal and written communication skills
  • Microsoft Office proficiency
  • Organization skills
  • Professionalism
  • Confidentiality
  • Must be at least 18 years old
  • Must possess a valid driver's license
  • Must be authorized to work in the United States for any employer

Responsibilities

  • Assist with marketing for the team – webinars, email marketing
  • Keep advisors apprised of interesting articles, information
  • Prepare work for financial planning and investments
  • Learn to understand the concept of the department and how the function is important to the organization’s overall business.
  • Shadow multiple office positions and train in a variety of tasks within the department.
  • Perform other duties as assigned.
  • What you will gain:
  • Knowledge on products and tools that are used for financial planning and how to prospect for clients.

North Island Credit Union

With you. Wherever life takes you.® Federally Insured by NCUA. Equal Housing Opportunity.

Finance
Industry
501-1000
Employees
1940
Founded Year

Mission & Purpose

North Island Credit Union, a Division of California Credit Union. California Credit Union is a federally insured, state chartered credit union founded in 1933 that serves public or private school employees, community members and businesses across California. With nearly 200,000 members and assets of over $4.5 billion, California Credit Union has 24 branches throughout Los Angeles, Orange and San Diego counties. The credit union operates in San Diego County as North Island Credit Union, a division of California Credit Union. California Credit Union offers a full suite of consumer, business and investment products and services, including comprehensive consumer checking and loan options, personalized financial planning, business banking, and leading- edge online and mobile banking. Federally insured by NCUA. Equal Housing Opportunity.