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

bHRiTWRsR3Fzc2JLY2tPUURTWTA0Nk9nMGc9PQ==
  • 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

Prime Staffing

Travel Pharmacist Job at Prime Staffing

 ...prescriptions, dispensing medications, monitoring drug therapies, and providing education to patients and staff. Strong knowledge of pharmaceutical practices and patient safety standards is required. \n This is a full-time position , with variable shifts including... 

Titan Placement Group

Licensed Mental Health Counselor (LMHC) Job at Titan Placement Group

 ...Licensed Mental Health Counselor (LMHC) Titan Placement Group invites you to explore an exciting opportunity in Elkhart, IN With a well-established and positively known non-profit organization where they take the multifaceted approach to healthcare which allows them... 

Best Cleaners

DRY CLEANER - FULL-TIME Job at Best Cleaners

 ...Description Description: Best Cleaners is seeking an enthusiastic Dry Cleaner to join our close-knit organization. We provide a variety of exceptional garment-based services including dry cleaning and tailoring. Dry Cleaners play an important part in giving our customers... 

Forward

Intermodal Owner Operator Truck Driver - Home Daily Job at Forward

 ...Join Our Team as an Intermodal Owner Operator Estimated Yearly Earnings: $130k - $260k / Year Are you an Owner Operator looking for a rewarding intermodal career? We have an exciting opportunity for you to enjoy great weekly pay, a dependable schedule, and... 

Anders Group

Travel Entry-Level Cardiovascular Technologist Job at Anders Group

 ...professionals, Anders Group has grown to be a top staffing firm in Healthcare. We look forward to working with you! Benefits ~ Medical benefits ~ Dental benefits ~ Vision benefits ~ Life insurance ~401k retirement plan ~ License and certification reimbursement...