Wealth Management Summer Internship — In-Office Training

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

Benefits offered by this job

Potential college credits

Coaching & professional development

Job summary

NWU is offering an internship in wealth advisory designed to expose students to client-facing experience. You will observe meetings, assist in team preparations, and complete mock presentations that simulate real-world advisory work.

The program runs June 14th to August 5th, 2027, with a pay rate of $18.00 per hour and potential college credits where applicable. Candidates must be eligible to work in the United States and commit to up to 40 hours per week in-office during program dates.

Qualifications

• Genuine curiosity about financial planning, wealth management, and helping others achieve goals.
• Growth mindset with coachability and willingness to learn.
• Strong relationship-building and collaboration skills.
• Accountability, ownership, and delivering high-quality work.
• Initiative and problem-solving to add value and contribute.

Responsibilities

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

Skills

Curiosity about financial planning

Growth mindset

Relationship-building

Attention to detail

Communication skills

Education

Bachelor's degree in progress (Dec 2027–Jun 2028)

Job description

NWU is offering an internship in wealth advisory designed to expose students to client-facing experience. You will observe meetings, assist in team preparations, and complete mock presentations that simulate real-world advisory work.

The program runs June 14th to August 5th, 2027, with a pay rate of $18.00 per hour and potential college credits where applicable. Candidates must be eligible to work in the United States and commit to up to 40 hours per week in-office during program dates.