INTERNSHIP DETAILS

2026 Summer Internship

CompanyMorton Capital Management LLC
LocationCalabasas
Work ModeOn Site
PostedFebruary 28, 2026
Internship Information
Core Responsibilities
Interns will provide daily support to the office administration team and engage in job shadowing across departments including Client Service, Financial Planning, Investments, and Advisory. Participants will also attend firm-wide weekly education sessions and have one-on-one meetings with the Leadership Team.
Internship Type
full time
Company Size
68
Visa Sponsorship
No
Language
English
Working Hours
24 hours
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About The Company
Our process is simple: it is all about you, your family and future. At Morton, we believe that wealth must be managed personally if it is to truly enhance your life. This core value deeply resonates with our clients, many of whom have been with us for decades. It is the central focus of our team and the driver of our advice.   It’s why, from our inception, we rejected the traditional model of selling products and charging commissions. We have always believed that commissions create biased advice, rather than leaving us open to choose the investments in your best interest and suited to your personality.  It’s why we are innovative in broadening our investment offerings, beyond just stocks and bonds, to redefine what ’diversifying a portfolio to protect your wealth’ truly means.   And it’s why you’ll be supported by a team, not just an individual, who will sit side-by-side with you over the life of your portfolio to ensure it is as effective for your family today as it is for generations to come - no matter what the future throws your way.   Our partnership is not about us, it is about you; our commitment to you is that your wealth will be managed personally. After all, what is truly most important is that you get the most life out of your wealth.
About the Role

Description

Morton Wealth is looking for aspiring students who are interested in learning more about careers in the wealth management industry to participate in our 2026 Summer Internship Program. We are a registered investment advisor that was formed in 1981 and manages roughly $3.5 billion in assets across 1,200+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow.


As a participant in our internship program, you will have the opportunity to learn the basics of how our firm operates and our unique investment approach and most importantly, build relationships with our team members, mentors and senior leaders, who will provide you with guidance and feedback throughout your internship.

Responsibilities during the program include:

  • Daily support of our office administration team.
  • Job shadowing of multiple departments including: Client Service, Financial Planning, Investments and Advisory.
  • One-on-One meetings with each member of our Leadership Team, including C-suite.
  • Participation in our firm-wide Weekly Education Sessions.

For a more comprehensive description of the program, please click on this link to review the brochure: Internship Program Brochure.pdf


In total, Morton Wealth’s Summer Internship is a 12-week program that runs from June to August. If you are interested in participating in the program, please submit your resume, a copy of your most recent transcripts and cover letter (should include a brief background about yourself, as well as why you are interested in our program) by March 13th. We look forward to hearing from you!

Requirements

To be eligible for this program you must:

  • Be a junior or senior in college, majoring in finance, economics, business administration or a related field.
  • Have a strong academic record (minimum 3.0 GPA)
  • Have excellent communication and interpersonal skills and a genuine interest in wealth management.
  • Be available to come to the office Monday-Thursday from 8a-2p.
Key Skills
CommunicationInterpersonal SkillsRisk ManagementDiversificationCash Flow AnalysisOffice AdministrationClient ServiceFinancial PlanningInvestmentsAdvisory
Categories
Finance & AccountingAdministrative