Private Wealth Management Summer Internship (Portland - June 2027 Start)

Location: Portland, Oregon; on-site. The program runs from June 14 to August 5, 2027, with availability for up to 40 hours per week, Monday through Friday, in the office. Candidates must be authorized to work in the United States without current or future sponsorship.

Salary: $18.00 per hour, with potential college credits if applicable.

Company

hirify.global is a purpose-driven registered investment adviser providing holistic personal CFO, financial planning, and wealth management services.

What you will do

• Observe client meetings and participate in team preparation meetings.
• Prepare and deliver a mock client presentation simulating a real-world advisory experience.
• Contribute to projects across investments, impact, marketing, operations, tax planning, and MESI.
• Collaborate with interns and teammates across the firm on projects, presentations, and discussions.
• Learn how teams coordinate to deliver a holistic client experience.
• Participate in volunteer activities, team outings, committee events, and firmwide activities.

Requirements

• Expected bachelor's degree graduation between December 2027 and June 2028.
• Authorization to work in the United States without employment visa sponsorship, now or in the future.
• Availability to work up to 40 hours per week, Monday through Friday, on-site in Portland.
• Interest in financial planning, wealth management, and helping clients achieve their goals.
• Strong communication, relationship-building, collaboration, organization, and attention-to-detail skills.
• Growth mindset, accountability, initiative, resourcefulness, and service orientation.

Nice to have

• Eligibility for future full-time opportunities after graduation.

Culture & Benefits

• Ongoing coaching, feedback, and mentorship from experienced professionals.
• Career development programming focused on professional skills and future opportunities.
• Opportunities to build relationships across the firm and explore wealth management career paths.
• Inclusive, collaborative culture centered on equity, respect, community impact, and continuous learning.
• High-performing interns may be considered for a full-time Analyst role after graduation.

Hiring process

• Priority consideration is given to applications submitted by December 1, 2026.
• The hiring process may use artificial intelligence tools to support application and response review, while final decisions are made by humans.