Summer Internship - Investments, Trading, & Operations

Tschetter Group•Bellevue, WA

About The Position

Tschetter Group is an independent advisory firm focused on building lifelong client relationships through a commonsense approach to investment management and planning. The firm is seeking a motivated, detail-oriented intern to support its team during the June–August 2027 summer internship program focused on investments, trading, and operations. After an introductory period covering the foundations of wealth management and firm operations, the intern will work alongside the investments, trading, and operations teams. The role offers exposure to investment decision-making and the systems and processes used to implement decisions across the firm. Exceptional performance and cultural alignment may lead to consideration for a full-time position upon graduation. Tschetter Group values entrepreneurial spirit, alignment with its values and culture, and enthusiasm for its mission to give clients optimism about life and money, in addition to skills and experience.

Requirements

Currently enrolled in a bachelor's degree program in finance, economics, business, or a related field, with an anticipated graduation date of May 2028 or earlier.
Strong analytical and problem-solving skills.
Proficiency with Microsoft Office, particularly Excel.
Excellent written and verbal communication skills.
Detail-oriented, with the ability to manage multiple tasks and priorities.
Drive and desire to help and serve others with a client-first mindset.
Strong desire to gain further understanding of the wealth management industry.
Can-do attitude and collaborative mindset.
Entrepreneurial spirit, alignment with the firm's values and culture, and enthusiasm for its mission.