Morton Wealth is looking for aspiring students who are interested in learning more about careers in the wealth management industry to participate in our 2025 Summer Internship Program. We are a registered investment advisor that was formed in 1981 and manages roughly$2.8 billion in assets across 1,100+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow.
As a participant in our internship program, you will have the opportunity to learn the basics of how our firm operates and our unique investment approach and most importantly, build relationships with our team members, mentors and senior leaders, who will provide you with guidance and feedback throughout your internship.
Responsibilities during the program include:
· Daily support of our office administration team.
· Job shadowing of multiple departments including: Client Service, Financial Planning, Investments and Advisory.
· One-on-One meetings with each member of our Leadership Team, including C-suite.
· Participation in our firm-wide Weekly Education Sessions.
For a more comprehensive description of the program, please click on this link to review the brochure: Internship Program Brochure
In total, Morton Wealth’s Summer Internship is a 12-week program that runs from June to August. If you are interested in participating in the program, please submit your resume, a copy of your most recent transcripts and cover letter (should include a brief background about yourself, as well as why you are interested in our program) by March 26th. We look forward to hearing from you!
To be eligible for this program you must:
· Be a junior or senior in college, majoring in finance, economics, business administration or a related field.
· Have a strong academic record (minimum 3.0 GPA)
· Have excellent communication and interpersonal skills and a genuine interest in wealth management.
· Be available to come to the office Monday-Thursday from 8a-2p.
