Description About the Position Are you an undergraduate or graduate student looking for the right place to gain experience in finance or wealth management? Our summer interns will have the opportunity to work with a number of our professionals within our Aldrich Wealth practice, providing them an introduction to investment analytics, financial and estate planning, corporate retirement plans and the various functions that support the services we provide our clients. Interns will also spend time working with our investment advisors and may even have the chance to attend client meetings. The intent of the summer internship program is to develop interns through focused education, varied experience, and achievement of specific goals. It is our belief that by providing broad exposure to the variety of services within our firm, our people will be better equipped to effectively serve our clients. Description Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $5 billion in assets. Our holistic approach, paired with high-touch service, weaves together financial planning, wealth building, wealth preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow. Why Aldrich Aldrich Wealth is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. Check out more about Aldrich at https://wealthadvisors.com/. Requirements What You Bring to the Team * Expected bachelor's degree in finance, accounting, business, or economics from an accredited college/university by 2026 * Superior communication skills * Excellent research and writing skills * Ambitious with a desire to continually learn and improve What You Should Know The summer internship program is 20 hours a week for 7 weeks. This is a temporary non-exempt position and will be required to be in person. As a temporary employee, with the exception of 401k, you will not be eligible for employee benefits. To Apply Please submit your resume, a cover letter describing how you meet the desired attributes, and a copy of your updated transcript(s). Be sure to upload all documents in PDF format. The internship position is available in our Carlsbad office. #LI-DNI