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
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.
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