Join Our Team


 At Arise Private Wealth we value your unique attributes and are dedicated to guiding you through your financial journey.  Arise means empowering our clients to live their best life. To not just be happy, but fulfilled. To arise is a daily commitment to get up, focus on your long-term vision and consistently choose to rise above any circumstance that comes your way while having the support of your financial professionals.  We are currently looking for an Associate LPL Financial Advisor and a Client Service Intern.  

Client Service Intern

General Description

The intern shall be charged with supporting the core functions of Arise and the administrative team as it relates to the overall needs of the business. This is an opportunity to gain experience working within a qualified team providing financial services. Your work will help you gain working knowledge of how Arise operates and how we service our clients. This position is an in-office opportunity at our office in Rolling Hills Estates, CA.


  • Assist staff with secretarial and clerical duties as it relates to office activities and client meetings

  • Coordinate newsletter and mass mailings

  • Meeting preparation and take down

  • Scan all new client docs

  • Schedule and confirm appointments for existing clients

  • Maintain office calendar

  • Coordinate lunch and gift orders

  • Answer incoming phone lines and screen to ensure incoming calls are redirected to the appropriate team member

  • Greet incoming clients and vendors to assure they are comfortable while waiting for their appointment

  • Process holiday cards

  • Provide data integrity support for Black Diamond client portal

  • Enter key data for financial planning reports

  • Create excel worksheets and other presentations that analyze and present various performance and key client data statistics

  • Other office duties as assigned


  • Proficiency in Microsoft Office Tools such as Word, PowerPoint and Excel

  • Excellent verbal and written communication skills

  • Highly organized, with absolute attention to detail

  • Ability to work independently and establish priorities

  • Ability to handle multiple requests simultaneously and respond quickly

  • Ability to remain positive, motivated, and focused during dynamic and demanding busyperiods

  • Desire to be supportive and helpful to the team

  • Fast learner and good note taker

  • Excellent problem solving abilities

Career Progression

  • Internship may progress into a full-time position as a client service associate

  • Intern may receive a recommendation letter at the end of the internship

  • The keys for progression to the next level are demonstrated ability to execute on activities assigned with a positive attitude and the willingness to serve our clients and the firm


  • Intern will be paid at a rate of $14/hr and flexible schedule available.

How to Apply

Please send a cover letter and resume to . Please list your 'Name-Internship' in the subject line of the email. Applications accepted through September 23, 2022.