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

There are currently two available full-time positions.

2023 Summer Interns:

If you or someone you know is driven, hard-working, and has a passion for learning, this is the internship for you. We are currently taking applications for our summer program here at Lifelong Wealth Management for 2020. Last year, we welcomed our second group of interns and found our program to be a huge success thus, we want to do the same thing this year.


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



  • 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 (unpaid internship)

Send your resume to [email protected]

See what our previous interns had to say… Past interns

About Our Financial Planners

As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego 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