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. 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.
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 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.).
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Number of Employees
501-1,000 employees
