Wealth Management Summer Internship: Real-World Advisory

Shine BrightX LLC; Portland (OR); Presencial; USD 20.000 - 29.000; Jornada completa

Descripción de la vacante

Shine BrightX LLC invites interns for a wealth management advisory program in Portland, OR. You will observe client meetings, join team preparation, and complete a mock client presentation to simulate real-world advisory experience.

You’ll work on meaningful projects across investments, impact, marketing, operations, tax planning, and MESI while collaborating with teams throughout the firm. Eligible candidates are on track to graduate with a bachelor's degree between December 2027 and June 2028,

Formación

• Curiosity about financial planning and wealth management.
• Growth mindset with openness to feedback and learning.
• Strong relationship-building and collaboration skills.
• Accountability and ownership, delivering high-quality work.
• Initiative to contribute, solve problems and add value.
• Clear communication and active listening skills.
• Attention to detail and ability to manage multiple priorities.

Responsabilidades

• Observe client meetings and participate in team prep meetings.
• Deliver a mock client presentation to simulate advisory experience.
• Work on projects across investments, impact, marketing, operations, tax planning, and MESI.
• Collaborate with firm teams and contribute to client service and advisory work.

Conocimientos

Curiosity

Growth mindset

Relationship-building

Accountability

Initiative

Communication

Attention to detail

Service-oriented

Educación

Bachelor's degree candidate

Descripción del empleo

Shine BrightX LLC invites interns for a wealth management advisory program in Portland, OR. You will observe client meetings, join team preparation, and complete a mock client presentation to simulate real-world advisory experience.

You’ll work on meaningful projects across investments, impact, marketing, operations, tax planning, and MESI while collaborating with teams throughout the firm. Eligible candidates are on track to graduate with a bachelor's degree between December 2027 and June 2028,