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Financial Consultant Accounting & Finance Financial Advisor Financial Services

Financial Planning Intern - Mentorship & Hands-on Learning

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: EP Wealth Advisors LLC
Apprenticeship/Internship position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Accounting & Finance, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A wealth management advisory firm in Walnut Creek seeks a Financial Planning Intern to assist clients and gain hands-on experience in financial planning. Internship includes mentoring, networking opportunities, and practical training in financial analysis. Ideal candidates are near completion of a Bachelor's degree with communication skills and a strong orientation toward client services. The position offers a dynamic team environment and exposure to various financial topics, greatly enhancing future career prospects in the finance industry.
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