Portland, ME based private investment and wealth advisory firm, named among 2020 Financial Times 300 Top Registered Investment Advisors for the fourth consecutive year, is offering a paid internship opportunity to a qualified student that coincides with the 2023 academic “summer break”.  The internship is a temporary full-time, non-exempt hourly position, to be conducted on-site in the Firm’s Portland, ME office with a defined time commitment (a target start and end date to be mutually agreed upon by the Firm and selected student prior to the commencement of the internship). 


The candidate willperform the following:

  • Topical research projects on various wealth planning subjects; resulting work product to be presented to Wealth Planning Committee
  • Work with various wealth advisors within the firm to assist them in preparation for scheduled investment and wealth planning reviews
  • Spend time with the Investment Policy Committee (IPC) to gain exposure to the investment management side of the firm


  • Undergraduate, junior-to-be level or higher
  • Academic focus on investments, finance, or economics with a minimum 3.0 GPA
  • Must be able to demonstrate an interest in, and aptitude for research projects and creating PowerPoint presentations with support Excel spreadsheets
  • Ability to work independently, mange time, establish priorities, and meet deadlines
  • Strong oral and written skills
  • Proficient with Microsoft Office suite
  • Personal or public transportation needed; this is an onsite internship working in the Portland office
  • Ability to commit to a 40 hour work week, spanning a 10-12 week period
  • The chosen candidate will be required to undergo a background check, at the expense of the Firm
  • The chosen candidate will be required to provide evidence of authorization to work in the United States


Interested candidates are to submit resumes and a brief cover letter of interest to careers@vigilantwm.com, with “Wealth Advisor Internship – Summer 2023” in the subject line.

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