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Careers

"Passion is the difference between having a job or having a career." - Anonymous

There are currently two available full-time positions.


2025 Summer Interns:

If you are driven, hard-working, and have a passion for learning, then this could be the internship for you. We are currently taking applications for our summer program here at Lifelong Wealth Management for 2025.

 

Primary duties include:

  • Keeping up with market trends and news on a daily basis
  • Perform various tasks using Microsoft office, excel, and powerpoint
  • Communication skills and the ability to speak in front of a small group
  • Be able to have fun, learn, and make the most out of your summer in the financial industry

 

Requirements:

  • Pursuing a business/finance/economics degree equivalent
  • Proficient in Microsoft office, excel, and powerpoint
  • Good interpersonal and communication skills
  • Ability to work well with others

 

Job Type: Full-time (paid internship)

Send your resume to [email protected]

See what our previous interns had to say… Past interns


About Our Financial Planners

As financial planners in Portland, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Portland Oregon Office

5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035

(503) 747-6534
(503) 214-6534

 

Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105
Palm Springs, CA 92262

(760) 606-0087
(760) 606-0084

 

Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598