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Summer Interns

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

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 2019. Last year, we welcomed our first group of interns and found our program to be a huge success thus, we want to do the same thing this year.


Responsibilities & Requirements:

  • Keeping up with market trends and news on a daily basis
  • Preform various tasks using microsoft office, excel, and powerpoint
  • Communication skills and 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

Summer 2018 Interns

  • Braeden's internship at LifeLong Wealth Management Group

    Braeden Kuether“I had an incredible experience working at Lifelong with Jason, and learned so much more about finance and wealth management than I could ever expect to learn in school. Jason is extremely talented, and taught me some of the most important qualities that a wealth manager should have.”


  • Nick Romig“I had a great time working with Lifelong Wealth Management this summer. I met a great group of people and accumulated more practical knowledge of the financial world than I could have ever hope to gain in the classroom.”

    Nick's internship at LifeLong Wealth Management Group


Please call or email our marketing and administrative assistant Francesca Burch at 503-747-6534 or [email protected].

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