Vista Capital Partners
Vista Capital Partners was founded in 2001 as a new kind of wealth management firmone that prioritizes evidence over ego and long-term happiness over short-term hype. We strive to help clients explore whats 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 Oregons most admired wealth management firm. Our mission is simple: to build happier and more prosperous lives.
In keeping with our mission were 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 Vistas 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 were 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.
Qualifications
- Rising junior or senior currently pursuing a bachelors 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
Salary and Benefits
Vista pays $25 per hour for approximately 10 weeks of work at 35 hours/week. Interns will be in-office four to five days per week.
VISTA CAPITAL PARTNERS IS AN EQUAL OPPORTUNITY EMPLOYER
Required Experience:
Junior IC
Vista Capital PartnersVista Capital Partners was founded in 2001 as a new kind of wealth management firmone that prioritizes evidence over ego and long-term happiness over short-term hype. We strive to help clients explore whats possible then tailor a plan for the life they want. We show up as our a...
Vista Capital Partners
Vista Capital Partners was founded in 2001 as a new kind of wealth management firmone that prioritizes evidence over ego and long-term happiness over short-term hype. We strive to help clients explore whats 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 Oregons most admired wealth management firm. Our mission is simple: to build happier and more prosperous lives.
In keeping with our mission were 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 Vistas 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 were 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.
Qualifications
- Rising junior or senior currently pursuing a bachelors 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
Salary and Benefits
Vista pays $25 per hour for approximately 10 weeks of work at 35 hours/week. Interns will be in-office four to five days per week.
VISTA CAPITAL PARTNERS IS AN EQUAL OPPORTUNITY EMPLOYER
Required Experience:
Junior IC
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