Wealth Management Intern — Client Advisory in Seattle

Freestone Capital Management; Seattle (WA); On-site; USD 33,000 - 44,000; Full time

Benefits offered by this job

Potential for college credit

Catered lunches M-Th

Hourly wage $28/hr

Job summary

Freestone Capital Management in Seattle, WA is seeking qualified undergraduates to join our Client Advisory Team as Wealth Management Interns for a structured summer program. The internship runs from mid June to August 2027 (minimum 9 weeks) and offers hands‑on experience in wealth management, financial planning, investments, and client service through workshops, projects, and ad hoc assignments.

Participants will gain practical skills, professional development, and insight into a career in

Qualifications

• Rising seniors pursuing Finance degree
• Excellent MS Office skills required
• Strong attention to detail and operational processes
• Exceptional listening, written and verbal communication
• Ability to thrive in a team environment
• Time management and organizational skills; ability to manage multiple responsibilities
• Capability to manage projects independently and readiness to assume a high level of responsibility
• Demonstrated outstanding client service and interpersonal skills

Responsibilities

• Provide operational and administrative support to the Client Advisor Teams
• Track and assist with team projects to successful completion
• Prepare forms such as account applications and beneficiary updates
• Assist in preparing relevant marketing materials and proposals
• Aid in organizing client data in CRM and reporting systems
• Additional ad hoc responsibilities as capacity allows

Skills

Microsoft Office

Attention to detail

Communication skills

Team player

Time management

Project coordination

Client service

Interpersonal skills

Education

Finance major (rising senior)

Tools

CRM software

Reporting systems

Job description

Freestone Capital Management in Seattle, WA is seeking qualified undergraduates to join our Client Advisory Team as Wealth Management Interns for a structured summer program. The internship runs from mid June to August 2027 (minimum 9 weeks) and offers hands‑on experience in wealth management, financial planning, investments, and client service through workshops, projects, and ad hoc assignments.

Participants will gain practical skills, professional development, and insight into a career in