Summer Wealth Management Internship - In-Office, 40hrs/wk

LPU Batangas; Portland (OR); On-site; USD 20,000 - 29,000; Full time

Benefits offered by this job

Potential college credits

Ongoing coaching and feedback

Career development program

Job summary

LPU Batangas internship opportunity in Portland, OR offers hands-on exposure to wealth management. You will observe client meetings, join preparation sessions, and participate in a mock advisory presentation to apply what you learn in real-world scenarios.

Students on track to graduate with a bachelor's degree between December 2027 and June 2028 will gain experience across investments, marketing, tax planning, operations, and more, with mentoring from seasoned professionals.

Qualifications

• Genuine curiosity about financial planning and wealth management.
• Coachable with willingness to learn and take feedback.
• Strong relationship-building and collaboration skills.
• Able to take ownership and deliver high-quality work.
• Effective communication, listening, and clear questions.

Responsibilities

• Observe client meetings and participate in team prep meetings.
• Apply learning through a mock client presentation simulating advisory experience.
• Work on projects across investments, impact, marketing, operations, tax planning, and MESI.
• Collaborate with teams across the firm to support client service and advisory work.

Skills

Financial planning

Wealth management

Growth mindset

Communication

Team collaboration

Accountability

Problem solving

Education

Bachelor's degree in progress

Job description

LPU Batangas internship opportunity in Portland, OR offers hands-on exposure to wealth management. You will observe client meetings, join preparation sessions, and participate in a mock advisory presentation to apply what you learn in real-world scenarios.

Students on track to graduate with a bachelor's degree between December 2027 and June 2028 will gain experience across investments, marketing, tax planning, operations, and more, with mentoring from seasoned professionals.