Wealth Management Intern: Plan, Analyze, Impact

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

Job summary

Wealthspire is a leading wealth management firm offering financial planning, wealth management, and advisory services across North America and the UK. The role supports plan development, portfolio reviews, and market research to bolster client outcomes within a collaborative team environment.

The position emphasizes integrity, professionalism, and proactive problem-solving, with an emphasis on clear communication and attention to detail.

Qualifications

• Pursuing a Bachelor’s degree in Finance preferred, or an undergraduate/graduate program aligned with CFP certification.
• Demonstrated interest in financial planning and wealth management.
• 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 & professionalism

Critical thinking

Attention to detail

Communication skills

Team collaboration

Interest in financial planning

Education

Bachelor’s degree in Finance preferred

CFP-aligned program

Job description

Wealthspire is a leading wealth management firm offering financial planning, wealth management, and advisory services across North America and the UK. The role supports plan development, portfolio reviews, and market research to bolster client outcomes within a collaborative team environment.

The position emphasizes integrity, professionalism, and proactive problem-solving, with an emphasis on clear communication and attention to detail.