We help people find their way to financial freedom, and we'd love for you to be a part of that journey with us. We believe in fresh ideas and making sure everyone feels welcome and has a chance to shine. When you join our team, you'll find a supportive place where your talents will directly help our clients live better financial lives.

Current Openings

Summer Internship

Looking for a summer internship where you can learn a lot and make a real impact? We're hiring a Temporary Summer Intern. This is a fantastic chance to gain hands-on experience in financial planning, and it could even lead to a Permanent Part-Time Position. Work Location: Chico, CA.

What You'll Be Doing

As our Summer Intern, you'll jump into exciting projects like:

• Data Management: Transferring client info between software (CRM) and organizing files, with a keen eye for accuracy and precision.

• Resource Building: Creating helpful videos and documents (like how to book meetings or share screens) with clear instructions and an orderly approach.

• Client Communication: Helping design client service calendars and sending tax return reminders, ensuring all details are correct.

• Tax Assistance: Cross-checking info for tax projects, focusing on order and correctness.

• Document Organization: Helping with uploading estate planning documents, and taking a systematic approach to keep everything in its place.

What You'll Gain

This internship offers valuable growth opportunities:

• Mentorship: Work closely with experienced financial pros.

• Real-World Experience: Gain practical skills in a fast-paced environment.

• Skill Development: Develop essential skills in data management, communication, and digital organization, all while honing your ability to work efficiently and methodically.

• Networking: Build connections within the financial industry.

• Impact: Your work directly helps our team enhance client service, thanks to your precise and detail-oriented contributions.

Who We're Looking For

This role is perfect for someone detail-oriented, organized, super eager to learn, and comfortable with technology. We're especially looking for someone who values clarity, works steadily within systems, and thrives on getting things done correctly with a focus on order, accuracy, and precision. You'll work closely with our team and get a firsthand look at how a financial planning firm operates.

Important Details

• Work Location: Chico, CA

• Pay: $17 per hour, approximately 20 hours per week.

Ready to Apply?

If you're ready to gain valuable experience this summer, we'd love to hear from you.

Please send your resume and cover letter to: Office@EmbraceWealthMgmt.com.