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Impact Wealth Management

We are a full-service wealth advisory practice comprised of a group of deeply committed professionals who deliver exceptional guidance and a personalized client experience to a select group of individuals, families, and owners of closely held businesses both locally and around the country.

 Our mission is to become an essential resource to our clients by helping provide them with the comprehensive knowledge, experience, and services to define and pursue what matters most. 

Nov 06, 2025
Part time
Wealth Management 2026 Summer Internship, Roseville, CA
Impact Wealth Management Roseville, CA, USA
About the Role We’re looking for a curious, motivated, and thoughtful intern to join our Wealth Management team. This internship is a chance to learn how financial advisors help individuals and families build their futures — and to see firsthand what it means to make a real difference in people’s lives through financial planning and investment advice. As part of our small, collaborative team, you’ll be supported, challenged, and encouraged to grow. You’ll learn from experienced mentors who are passionate about teaching and about helping others succeed — both clients and colleagues alike. What You’ll Be Doing ·       Work closely with advisors to prepare client materials, financial plans, and investment summaries ·       Research market trends, investment opportunities, and portfolio performance ·       Assist in reviewing and organizing client data, reports, and documentation ·       Participate in team discussions on investment ideas...