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    • WHAT WE DO
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  • Home
  • Our Firm
    • About Us
    • Our Team
    • Office Locations
    • Our Mission Statement
    • Market Insights & Events
    • Partner Firms
    • Careers
    • FAQ
  • WHAT WE DO
    • Investment Management
    • Financial Planning
    • Estate Planning
    • Insurance Planning
    • Business Consulting
    • Family Office Services
  • WHO WE SERVE
    • Individuals & Families
    • Entertainers & Athletes
    • Entrepreneurs & Owners
    • Executives
    • Private Organizations
  • Client Login
    • Charles Schwab
View from a sailing boat on the ocean.

CAREERS

We bring together professionals who value thoughtful collaboration, high standards, and the opportunity to create a lasting impact for the clients we serve. Our culture is grounded in integrity, purpose, and continuous growth;  empowering our team to deliver excellence in everything we do. 

OPEN POSITIONS

Private Wealth Intern: Los Angeles (Part Time)

Legacy Wealth Investment Counsel is seeking a motivated upper-level undergraduate student from an accredited four-year university with an interest in private wealth management to assist our team in an intern capacity for the Fall semester 2026 (beginning August or September).  


This is a part-time, project-based opportunity supporting local client events, industry conferences, business development initiatives, prospect outreach, and database management. Workload and responsibilities vary based on business needs, making this an excellent opportunity for students seeking flexible, hands-on experience in a boutique wealth management environment.


Details:


  • This is a flexible, project-based role with hours that scale completely based on business needs. The workload is highly variable and can range from a few hours a week to none. As such, this position is not ideal for someone seeking a consistent schedule or a guaranteed minimum number of weekly or monthly hours.


  • Applicants must be upper-level undergraduate students (i.e., 3rd -year juniors or 4th-year seniors) currently pursuing a bachelor's degree at an accredited college or university. Recent graduates will also be considered. Because attendance at certain required networking events and client functions is an essential function of this position, candidates must be at least 21 years of age by the start date. 


  • This is a fully remote role however candidates must be based within commuting distance to our Century City office in Los Angeles to support occasional in-person collaboration. Periodic travel may be required for events across greater Los Angeles and Orange County. 


  • The position involves significant interaction with the firm's principals, professional partners, prospective clients, and other senior professionals. Candidates must demonstrate exceptional professionalism, strong interpersonal skills, and a high level of confidence in professional networking and social settings. Prior experience interacting professionally with executives, business owners, or other senior professionals is preferred.


  • Candidates should possess a solid understanding of financial principles and a demonstrated interest in the wealth management industry.  


  • $22.50 per hour 


To apply: 

Email your resume to careers@legacywealthic.com with the subject line:
“Private Wealth Intern – Los Angeles - [Your Name]” 


We will contact candidates directly if appropriate.  No direct inquiries, please. 


This is a paid, part-time, non-exempt internship position.

Join Our Team

Please feel free to submit your resume for future consideration. Should an opportunity arise that aligns with your background, we will contact you directly. 


Legacy Wealth Investment Counsel is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic under applicable law. 

Apply Now

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We believe meaningful work begins with purpose. Our team is united by a shared commitment to excellence, integrity, and stewardship in every client relationship.

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Legacy Wealth Investment Counsel, LLC

17 Corporate Plaza Drive, 2nd Floor, Newport Beach, California 92660, United States

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THE CONTENT IS DEVELOPED FROM SOURCES BELIEVED TO BE PROVIDING ACCURATE INFORMATION. THE INFORMATION IN THIS MATERIAL IS NOT INTENDED AS TAX OR LEGAL ADVICE. PLEASE CONSULT LEGAL OR TAX PROFESSIONALS FOR SPECIFIC INFORMATION REGARDING YOUR INDIVIDUAL SITUATION. THE OPINIONS EXPRESSED AND MATERIAL PROVIDED ARE FOR GENERAL INFORMATION, AND SHOULD NOT BE CONSIDERED A SOLICITATION FOR THE PURCHASE OR SALE OF ANY SECURITY.WE TAKE PROTECTING YOUR DATA AND PRIVACY VERY SERIOUSLY. AS OF JANUARY 1, 2020 THE CALIFORNIA CONSUMER PRIVACY ACT (CCPA) SUGGESTS THE FOLLOWING LINK AS AN EXTRA MEASURE TO SAFEGUARD YOUR DATA: DO NOT SELL MY PERSONAL INFORMATION.


 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.  


 The Certified Private Wealth Advisor® (CPWA®) certification is a professional designation issued by the Investments & Wealth Institute® (the Institute). It is designed for financial professionals who work with high-net-worth clients. The CPWA® program provides advanced education in wealth management topics such as tax planning, estate planning, asset protection, charitable giving, and legacy planning.

Use of the CPWA® designation indicates that the advisor has met experience requirements, completed an executive education program, and passed a comprehensive examination administered by the Institute. Investments & Wealth Institute® owns the certification marks CPWA® and Certified Private Wealth Advisor® in the U.S. and other countries.


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These materials have been independently produced by Legacy Wealth Investment Counsel. Legacy Wealth Investment Counsel is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Legacy Wealth Investment Counsel provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction. 


INVESTMENT ADVISORY REPRESENTATIVES OF, AND INVESTMENT ADVISORY SERVICES THROUGH PORTSIDE WEALTH GROUP, LLC AN SEC REGISTERED INVESTMENT ADVISOR. PORTSIDE WEALTH GROUP, LLC AND THEIR REPRESENTATIVES DO NOT PROVIDE TAX OR LEGAL ADVICE. EACH FIRM ONLY TRANSACTS BUSINESS IN STATES WHERE IT IS PROPERLY REGISTERED, OR IS EXCLUDED OR EXEMPTED FROM REGISTRATION REQUIREMENTS. SEC REGISTRATION DOES NOT CONSTITUTE AN ENDORSEMENT OF THE FIRM BY THE COMMISSION, NOR DOES IT INDICATE THAT THE ADVISOR REFERENCED IN THIS DISCLOSURE HAS ATTAINED A PARTICULAR LEVEL OF SKILL OR ABILITY.

 
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