Waldron Partners · 1 day ago
Wealth Management Intern (Paid)
Alamo, CA
Internship
Onsite
InternWaldron Partners is a high-trust wealth management firm that values details and follow-through. The intern will be responsible for enhancing client experiences through effective communication, meeting coordination, and process improvement, ultimately contributing to the firm's reputation for reliability.
Financial Services
Hiring Manager
Peter T. Waldron, MBA, CBEC
Responsibilities
Email triage + first-draft responses using templates (with clear guardrails)
Scheduling + meeting coordination (Zoom links, confirmations, reminders, reschedules)
Meeting prep + follow-up (agendas, action items, task routing, closing loops)
CRM & tracker hygiene (updates, notes, clean data, simple reporting)
Process improvement (creating checklists, refining templates, eliminating friction)
Client experience support (the thoughtful touches that make our firm feel “white glove”)
Qualification
Required
You get a weird amount of satisfaction from clean checklists and closed loops
You're naturally fast, but never sloppy
You notice what others miss—and you fix it quietly
You communicate clearly and professionally (even when things are moving fast)
You like being the person who makes everything work
You want mentorship, growth, and a real runway—not busywork
ownership, attention to detail, responsiveness, and follow-through
Benefits
Real responsibility with clear guardrails
Mentorship from a team that values professionalism and continuous improvement
A front-row seat to how a high-performing wealth management firm runs
A role where your work is seen, measured, and appreciated
A reputation you can build a career on
Company
Waldron Partners
Waldron Partners aims to fully understand our client’s financial situation, including your goals, fears, and passions.
Founded in 1976
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Peter T. Waldron, MBA, CBEC
Managing Partner
Company data provided by crunchbase