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Wealth Management Internship Opportunity

2 months ago

Lake Oswego, Oregon, United States Aldrich Full time
{"title": "Wealth Management Internship Opportunity", "content": "Internship Overview

Aldrich Wealth is seeking highly motivated and ambitious students to join our summer internship program. As an intern, you will have the opportunity to work with our professionals in the Aldrich Wealth practice, gaining hands-on experience in investment analytics, financial and estate planning, and corporate retirement plans.

Key Responsibilities
  • Assist in the development of investment strategies and financial plans for clients
  • Conduct research and analysis on market trends and economic data
  • Collaborate with our investment advisors to provide exceptional client service
Requirements
  • Expected to complete a bachelor's degree in finance, accounting, business, or economics from an accredited college/university by 2026
  • Superior communication and research skills
  • Ambitious with a desire to continually learn and improve
What We Offer

Aldrich Wealth is a dynamic and fast-growing independent registered investment advisor (RIA) at the forefront of the industry. As an intern, you will have the opportunity to work with a team of experienced professionals and gain valuable experience in the field of wealth management.

How to Apply

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.

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