Wealth Management Intern: Build Plans & Portfolios

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

Job summary

Wealthspire seeks a motivated student intern in Seattle to assist with client financial plans, portfolio construction, data reconciliation, and research. You’ll work closely with the team to support plan development and investment analysis while gaining exposure to multiple facets of wealth management.

The role emphasizes collaboration, accuracy, and clear communication, with opportunities to learn about 529 plan allocations and client service.

Qualifications

• Pursuing a Bachelor’s degree in Finance preferred, or an undergraduate/graduate program aligned with CFP® certification.
• Demonstrates integrity, professionalism, and initiative.
• Strong critical thinking and problem-solving skills.
• Highly organized and detail-oriented.
• Excellent written and verbal communication skills.
• Collaborative and able to work effectively in a team environment.

Responsibilities

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

Skills

Integrity and professionalism

Critical thinking

Problem solving

Organization and attention to detail

Written and verbal communication

Team collaboration

Education

Bachelor’s degree in Finance (preferred)

Job description

Wealthspire seeks a motivated student intern in Seattle to assist with client financial plans, portfolio construction, data reconciliation, and research. You’ll work closely with the team to support plan development and investment analysis while gaining exposure to multiple facets of wealth management.

The role emphasizes collaboration, accuracy, and clear communication, with opportunities to learn about 529 plan allocations and client service.