Wealth Management Intern (Summer 2027, Newport Beach)

Location: Newport Beach, California, United States; onsite in the office 4–5 days per week

Pay: $38.45 USD per hour; non-exempt position governed by California law.

Company

hirify.global is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth clients through investment management, wealth strategy, and family office services.

What you will do

• Prepare client presentation materials, including financial independence and education projections, net worth statements, cash flow reports, budgets, insurance summaries, and estate planning summaries.
• Review, summarize, and analyze client information related to risk management, retirement planning, benefits, taxes, estate planning, gifting, charitable activities, and education.
• Prepare customized financial planning templates for client meetings.
• Research financial planning topics and support firm projects and departmental initiatives.
• Manage client and firm documents in the document management system.
• Represent hirify.global professionally with clients, outside professionals, and the public.

Requirements

• Currently pursuing a bachelor's degree; ideally a rising junior or senior by summer 2027.
• Basic understanding of financial planning and investment concepts, with familiarity with insurance, estate planning, and tax principles.
• Strong analytical, problem-solving, organizational, communication, and workload-management skills.
• Ability to manage multiple priorities, follow direction from multiple team members, and work accurately under deadlines.
• Proficiency in Microsoft Office Suite, including Excel.
• Must be at least 18 years old and have unrestricted authorization to work in the United States; hirify.global hires U.S. citizens or permanent residents for U.S. employment opportunities, subject to stated exceptions.

Culture & Benefits

• Internship runs from June through August 2027 at 40 hours per week.
• Collaborative, client-first environment focused on professionalism, ethics, integrity, confidentiality, and respectful workplace practices.
• Benefits include a 401(k) plan with employer matching, subsidized medical plans, dental, vision, life, disability, and parental leave benefits.
• Additional benefits include flexible spending accounts, commuter and transit support, corporate discounts, training reimbursement, paid professional designations, and volunteer days.
• Reasonable accommodations may be available for qualified individuals with disabilities.