2024 Summer Internship
Job Description
2024 Summer Internship
Lifelong Wealth Management Group
About this Internship
If you have a passion for people and finances, then this is the internship for you! We developed a specialized internship program that applies your educational background to real-world applications. More importantly, it adds a human component to the discussion of finances. This summer program is broken into 3 main areas.
1. Investment fundamentals. We will review, discuss, and implement value investing fundamentals. This portion revolves around Benjamin Graham's value investing. Interns will be allowed to create their own investment portfolios. Moreover, they will get hands-on training in developing optimal risk/reward portfolios through key fundamental metrics.
2. Marketing concepts. This section breaks down the emotional factors that impact an individual decision, and how it applies to finances. Interns will learn how to understand and interact with individuals based on their demographic/social breakdown.
3. Creating a financial plan for individuals: This is a preliminary introduction to developing a financial plan for couples or individuals. Interns will be given a case study to develop a preliminary financial plan/strategy. Subsequently, they will be given the opportunity to present it to a current client. Their performance is evaluated through a survey given to the clients.
Selection is based on an individual's passion to learn, and ability to work with people. If you are interested in the world of wealth management, then this is a program you should apply for.
Note: Students will need to seek approval from their college regarding receiving internship credit, and to provide the appropriate documentation upon starting the internship.
Internships
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 2024. Please call or email our client service team, Anna Kate Finrow or Jane Ferguson, if you are interested.
503-747-6534 / anna@llwmg.com, jane@llwmg.com
Previous Interns:
Would you recommend the Lifelong Wealth Management internship programs to your peers?
“100% absolutely... an internship like this I got actual real hands-on experience with meaningful work." – Manav Kapoor
"Of course, because if you want to get into the industry this is a great place to start. You get to come here and learn all of the important fundamentals of the investment philosophy; you get to develop your knowledge in that area. Also, you have a great mentor that can help point you in the right direction." -Braeden Kuether
“Absolutely. I had an incredible experience as an intern at LLWMG. I left the office every day having learned something new. I feel far more prepared to enter my professional career after going through this internship.” – Avi Taylor
Did this internship meet or exceed your expectations?
"Definitely exceeded them. It ended up being awesome, I was not disappointed. Going out of this I now have so much more understanding of the material Jason was trying to teach us before, the general economy, the impact of foreign relations on the stock market, etc." – Elliot Polin
"It exceeded. I was a little scared coming in, and a little nervous because I did not have any prior experience. But it exceeded my expectations and it was really fun." – Kiara Meyer
“This internship completely exceeded my expectations. The culture at LLWMG made working here both challenging and fun. The collaborative environment gave me the opportunity to learn directly from an experienced professional, and get an expert perspective on my career, current events, and finances.” – Avi Taylor
Duties and Responsibilities:
- Keeping up with market trends and news daily
- Perform 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
Note: This is a Full-Time internship
About Lifelong Wealth Management
We are a financial wealth management company that offers a unique approach to developing a comprehensive financial plan that fits your unique situation. We want to understand your, “why”, before developing a comprehensive financial strategy that meets your particular needs.
Location
5 Centerpointe Drive, Lake Oswego, Oregon 97035, United States of America
CONTACTS
Jane Ferguson
About Lifelong Wealth Management
We are a financial wealth management company that offers a unique approach to developing a comprehensive financial plan that fits your unique situation. We want to understand your, “why”, before developing a comprehensive financial strategy that meets your particular needs.