2026 Wealth Management Intern Job at Aldrich - Campus Recruiting, Lake Oswego, OR

ZVpLK2ZoYTg2NjR4aDUzUFlYaXBNSExycXc9PQ==
  • Aldrich - Campus Recruiting
  • Lake Oswego, OR

Job Description

Job Description

Job Description

Description:

Are you an undergraduate or graduate student looking for the right place to gain experience in finance or wealth management?

Our summer interns will have the opportunity to work with a number of our professionals within our Aldrich Wealth practice, providing them an introduction to investment analytics, financial and estate planning, corporate retirement plans and the various functions that support the services we provide our clients. Interns will also spend time working with our investment advisors and may even have the chance to attend client meetings.

The intent of the summer internship program is to develop interns through focused education, varied experience, and achievement of specific goals. It is our belief that by providing broad exposure to the variety of services within our firm, our people will be better equipped to effectively serve our clients.

Why Aldrich

Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets.

Our holistic approach, paired with high-touch service, weaves together financial planning, wealth building, wealth preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.

Check out more about Aldrich at

Requirements:

What You Bring to the Team

  • Expected to complete a bachelor’s degree in finance, accounting, business, or economics from an accredited college/university by 2027
  • Superior communication skills
  • Excellent research and writing skills
  • Ambitious with a desire to continually learn and improve

What You Should Know

The summer internship program requires 20 hours of work per week for 7 weeks. This is a temporary, non-exempt position that requires in-person attendance. As a temporary employee, you will not be eligible for employee benefits, with the exception of the 401(k) plan.

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the internship is $22.00-$25.00 per hour.

To Apply

Please submit your resume, a cover letter describing how you meet the desired attributes, and a copy of your updated transcript(s). Be sure to upload all documents in PDF format.

The internship position is available in our Lake Oswego office.

#LI-DNI

Job Tags

Hourly pay, Temporary work, Summer internship, Work at office,

Similar Jobs

Sophie's Nails

Salon Receptionist Job at Sophie's Nails

 ..., cups, retail bags, etc.) as needed. Qualifications: Previous customer service or receptionist experience preferred; salon or spa background a plus. Comfortable using booking software and POS systems (training provided). Strong multitasking skills with attention... 

WMtech

Technical Fraud Consultant - AML, KYC, Cyber, Fraud, Austin Job at WMtech

 ...Technical Fraud Consultant AML, KYC, Cyber, Fraud, Austin Our client is a VC-backed startup that has experienced remarkable growth in just a few years. Well-funded, with an exceptional client base they are only at the beginning of their journey. We are now seeking... 

Plaza Premium Group

Data Entry Specialist needed in Southlake! Job at Plaza Premium Group

 ...our beautiful Southlake Office. 4 days a week in office, + a work from home day* Plaza Premium Group is the global leader in airport...  ...supporting a detail-oriented Procurement Department in their daily operations. Excellent opportunity for career growth and procurement... 

The Fedcap Group

Electrician - Instructor Job at The Fedcap Group

 ...in regular operating conditions in the workplace, and prepare students to become skilled in their trade while providing a safe, constructive, and positive learning environment. JOB SUMMARY: The Trades Instructor will educate students using Apex curriculum to become... 

University of North Carolina at Chapel Hill

Health & Wellness Coach Job at University of North Carolina at Chapel Hill

 ...Application Deadline: 08/04/2025 Open Until Filled: No Position Type: Permanent Staff (EHRA NF) Working Title: Health & Wellness Coach Appointment Type: EHRA Non-Faculty Position Number: 20056988 Vacancy ID: NF0009184 Full Time/Part Time: Full-Time...