Wealth Management Summer Internship: Learn, Help Clients

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

Benefits offered by this job

College credit opportunities

Career development program

Job summary

UEC invites motivated students to join an internship program in Portland, Oregon. You will observe client meetings and join team prep sessions, then apply what you learn in a mock presentation that mirrors real advisory work.

Throughout the internship, you will contribute to projects across investments, impact, marketing, operations, tax planning, and MESI, collaborating with colleagues nationwide to support client service and advisory efforts. Eligible to work in the U.S.

Qualifications

• Genuine curiosity about financial planning and wealth management.
• Growth mindset with coachability and willingness to learn.
• Strong relationship-building and collaboration skills.
• Eligible to work in the United States without sponsorship.
• Availability to work up to 40 hours per week, in-office during program dates.

Responsibilities

• Observe client meetings and participate in team preparation 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 teams across the firm and contribute to projects that support client service and advisory work.

Skills

Curiosity

Growth mindset

Relationship-building

Accountability

Communication

Education

Bachelor’s degree candidate (Dec 2027–Jun 2028)

Job description

UEC invites motivated students to join an internship program in Portland, Oregon. You will observe client meetings and join team prep sessions, then apply what you learn in a mock presentation that mirrors real advisory work.

Throughout the internship, you will contribute to projects across investments, impact, marketing, operations, tax planning, and MESI, collaborating with colleagues nationwide to support client service and advisory efforts. Eligible to work in the U.S.