Research Assistant and Intern

at Growing RIA Firm in Redlands, CA

KWB Wealth is an independent Registered Investment Advisor (RIA) based in Redlands, CA, that provides personalized financial planning and investment management services to individuals, families, and businesses. We seek a highly motivated and enthusiastic individual to join our team as a Research Assistant and Intern.

At KWB Wealth, you can work alongside a team of professionals providing expert financial advice to help clients achieve their financial goals. However, our focus is more than just our clients; we also invest in our employees’ personal growth by offering leadership workshops and support in obtaining additional licenses and certifications. We are committed to building a positive, inclusive work culture of diverse perspectives that support the professional development of our employees and elevate our firm long-term.

Summary of Essential Duties:

As a Research Assistant and Intern, you will assist the firm in:

• Maintaining the firm’s performance reporting system, Orion
• Running portfolio review reports for the firm’s Wealth Managers
• Projects from advisors, Director of Portfolio Management, COO, CCO, and CDO
• Gaining proficiency in KWB and LPL Financial technologies such as Salesforce, LPL ClientWorks, and Nitrogen

Education/Experience:

• Seeking a Bachelor’s degree (B. A. / B. S.) from a college or university.

You’re a fit for the KWB team if you:

Believe you can do well by doing right. Our AUM, profit, and revenue are important, but that is not our only focus when it comes to measuring success. The firm’s success is measured by the lives we positively impact and the raving fans we create.

You must be an independent thinker who is adaptable and willing to take on tasks outside your job description. Collaboration, humility, and respect are essential in our work environment. You must be committed to achieving client-centered goals and communicating effectively. We value tech-savviness and creativity in generating content.

What you can expect from us:

There is a lot to learn about the financial planning world. We know this. So, don’t worry; KWB has a great group of mentors, from Social Security experts to planning professionals, technology gurus, and client service specialists. We aren’t a stuffy corporate office; our doors are always open, and our team is committed to your personal and professional development.

We have worked with Lightyear Leadership to develop a curriculum to further your personal growth, tools you can use for a lifetime of success. We want you to feel welcome and supported, whether through mentoring or employer-sponsored social gatherings with co-workers.

Career Path:
This is a paid, part-time position (8-15 hours per week) for a currently enrolled college/university student. However, if you are a recent college graduate and interested in our internship, please apply. This is an opportunity to learn the fundamentals of our business and the financial advising industry, with the potential to be hired as a full-time employee post-graduation.  

Starting Pay:
$20-$25 per hour

Before applying, please visit our website at kwbwealth.com to familiarize yourself with our team and core values