Wealth Management Summer Intern: Hands-On Advisory

Cagayan State University; Portland (OR); On-site; USD 20,000 - 29,000; Full time

Job summary

Cagayan State University seeks a motivated intern to observe client meetings and participate in team preparation, gaining real-world advisory experience.

You will work on meaningful projects across investments, impact, marketing, operations, tax planning, and MESI, while collaborating with teams across the firm to support client service.

The internship runs June 14 to August 5, 2027, with a pay rate of $18.00 per hour and the potential to earn college credits.

Qualifications

• Eligible to work in the United States without sponsorship.
• Avail to work up to 40 hours per week, in-office during program dates.
• On track to graduate with a bachelor's degree between December 2027 and June 2028.
• Strong communication and collaboration skills.
• Interest in financial planning and wealth management.

Responsibilities

• 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 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.

Skills

Curiosity about financial planning

Growth mindset

Relationship-building

Accountability

Initiative

Communication skills

Attention to detail

Service-oriented mindset

Education

Pursuing a Bachelor's degree

Job description

Cagayan State University seeks a motivated intern to observe client meetings and participate in team preparation, gaining real-world advisory experience.

You will work on meaningful projects across investments, impact, marketing, operations, tax planning, and MESI, while collaborating with teams across the firm to support client service.

The internship runs June 14 to August 5, 2027, with a pay rate of $18.00 per hour and the potential to earn college credits.