2026 Summer Internship
About The Position
Vista Capital Partners was founded in 2001 as a new kind of wealth management firm—one that prioritizes evidence over ego and long-term happiness over short-term hype. We strive to help clients explore what’s possible, then tailor a plan for the life they want. We show up as our authentic selves, embrace learning and growth, and work toward a shared vision of becoming Oregon’s most admired wealth management firm. Our mission is simple: to build happier and more prosperous lives. In keeping with our mission, we’re hiring a Summer Intern to join our talented team of professionals. Duties and Responsibilities We are seeking a motivated intern who is ready to apply knowledge of financial terms and principles to authentic real-world experience. Along with the practical application of financial services industry knowledge, we provide a holistic overview of life at a small business, often requiring our interns to wear many hats and work cross-functionally with all departments. Potential projects include: Complete Wealth department projects and join Wealth Committee meetings. Attend Client Reviews. Lead the Employee Wellness Challenge. Write a blog article. Cover front desk duties. Work on client projects. Utilize various financial planning and investment tools and resources. Assist with committee projects (Employee Experience, Marketing, etc.). Core Values We will hire the person who best embodies and embraces Vista’s core values: Act with Integrity Successful relationships are built on trust. Strive for Simplicity Keeping things simple allows us to focus on what truly matters. Be Passionate An unwavering belief in what we’re doing brings out the best in us. Passion inspires and is contagious. Pursue Excellence Our clients and colleagues deserve our best effort. Always. Enjoy the Journey A fun and flexible work environment allows our people to enjoy happy and fulfilling lives.
Requirements
- Rising junior or senior currently pursuing a bachelor’s degree in Finance, Economics, Business, or a related field.
- Available full-time, in-office from June through August 2026
- Highly organized with strong attention to detail
- Friendly, professional, and service-oriented demeanor
- Excellent written and verbal communication skills
- Proficient with Microsoft Office and standard business software applications
Responsibilities
- Complete Wealth department projects
- Join Wealth Committee meetings
- Attend Client Reviews
- Lead the Employee Wellness Challenge
- Write a blog article
- Cover front desk duties
- Work on client projects
- Utilize various financial planning and investment tools and resources
- Assist with committee projects (Employee Experience, Marketing, etc.)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Career Level
Intern
Number of Employees
11-50 employees
