Wealth Management Intern — Build Plans & Analyze Portfolios

Aon; Seattle (WA); On-site; USD 34,000 - 37,000; Part time

Job summary

Wealthspire Advisors LLC is seeking an ambitious student to assist in financial planning and wealth management activities in Seattle. You will help prepare client financial plans, support portfolio analysis, and review data for accuracy while researching market trends to support firm initiatives.

The role emphasizes collaboration, integrity, and thoughtful analysis. The position offers a pathway to CFP-aligned education and exposure to multiple advisory disciplines within Wealthspire.

Qualifications

• Pursuing a Bachelor's degree in Finance preferred or CFP-aligned program.
• Demonstrates interest in financial planning and wealth management.
• Shows integrity, professionalism, and initiative.
• Exhibits strong critical thinking and problem-solving skills.
• Is highly organized and detail-oriented.
• Possesses excellent written and verbal communication skills.
• Collaborative and able to work effectively in a team.

Responsibilities

• Assist with the development and preparation of client financial plans.
• Support portfolio construction, analysis, and client portfolio reviews.
• Reconcile and review financial data for accuracy and completeness.
• Conduct investment and market research to support client needs.
• Assist with review and allocation of 529 college savings plans.
• Research client questions and present findings to the team.
• Collaborate across the firm to gain exposure to different areas.
• Develop and present clear analysis and recommendations.

Skills

critical thinking

communication

organization-detail

collaboration

integrity-professionalism

Education

Bachelor's degree in Finance or CFP-aligned program

Job description

Wealthspire Advisors LLC is seeking an ambitious student to assist in financial planning and wealth management activities in Seattle. You will help prepare client financial plans, support portfolio analysis, and review data for accuracy while researching market trends to support firm initiatives.

The role emphasizes collaboration, integrity, and thoughtful analysis. The position offers a pathway to CFP-aligned education and exposure to multiple advisory disciplines within Wealthspire.