Wealth Management Intern: Planning, Analysis & Research

AON PLC; Seattle, Northern (WA, KY); Hybrid; USD 34,000 - 37,000; Full time

Job summary

Wealthspire is seeking a motivated student to support financial planning activities in Seattle. You will help develop client financial plans, assist with portfolio analysis, and research market data under supervision.

The role emphasizes integrity, organization, and clear written and verbal communication. Pursuing a Finance degree with CFP alignment is preferred; training and growth opportunities are provided.

Qualifications

• Pursuing a Bachelor’s degree in Finance preferred, or an undergrad/grad program aligned with CFP certification.
• Demonstrates interest in financial planning and wealth management.
• Shows 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.

Responsibilities

• Assist with 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 and firm initiatives.
• Assist with review and allocation of 529 college savings plans.
• Research client questions and present findings to team members.
• Collaborate with colleagues across the firm to gain exposure to different areas.
• Develop and present clear, concise analysis and recommendations.

Skills

Financial planning interest

Integrity

Critical thinking

Organization

Communication skills

Team collaboration

Education

Finance degree or CFP-aligned program

Job description

Wealthspire is seeking a motivated student to support financial planning activities in Seattle. You will help develop client financial plans, assist with portfolio analysis, and research market data under supervision.

The role emphasizes integrity, organization, and clear written and verbal communication. Pursuing a Finance degree with CFP alignment is preferred; training and growth opportunities are provided.