Private Wealth Management Summer Internship; Portland

Position: Private Wealth Management Summer Internship (Portland - June 2027 Start)
Your Role

Here’s what you will be doing:

• Observe client meetings and participate in team preparation meetings.
• Apply learning through a mock client presentation simulating real-world advisory experience.
• Work on meaningful projects across various business areas including investments, impact, marketing, operations, tax planning, and MESI.
• Collaborate with teams across the firm and contribute to projects that support client service and advisory work.

About You

The company is looking for candidates with:

• A genuine curiosity about financial planning, wealth management, and helping others achieve their goals.
• A growth mindset demonstrated through coachability, willingness to seek feedback, and commitment to continuous learning.
• Strong relationship-building and collaboration skills.
• Accountability and ownership, including following through on commitments and producing high-quality work.
• Initiative and resourcefulness to contribute, solve problems, and add value.
• Strong communication skills, including listening, asking thoughtful questions, and clear expression.
• Attention to detail, organization, and ability to manage multiple priorities effectively.
• A service-oriented mindset and desire to contribute positively to teammates, clients, and the community.
• Eligibility to work in the United States without sponsorship.
• Availability to work up to 40 hours per week, Monday through Friday, in-office during the program dates.
• On track to graduate with a bachelor's degree between December 2027 and June 2028.

Compensation & Benefits

• Pay rate of $18.00 per hour.
• Potential for college credits, if applicable.

Training & Development

• Ongoing coaching, feedback, and support from experienced professionals.
• Career development programming to build professional skills and prepare for post-graduation opportunities.
• Opportunities to build relationships and explore different career paths within wealth management.
• Collaboration with interns nationwide through team projects, presentations, and discussions.

Career Progression

• High-performing interns may have the opportunity to return as full-time Analysts following graduation.

Final date to receive applications

Priority consideration is given to candidates who apply by December 1st, 2026.

The internship program runs from June 14th to August 5th, 2027.