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Wealth Management Intern — Build Plans & Analyze Portfolios

Job in Seattle, King County, Washington, 98127, USA
Listing for: Aon
Apprenticeship/Internship position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management, Financial Analyst, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 34000 - 37000 USD Yearly USD 34000.00 37000.00 YEAR
Job Description & How to Apply Below

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.

We are seeking a motivated Wealth Management Intern — Build Plans & Analyze Portfolios to join Aon in Seattle, WA, United States.

The Wealth Management Intern — Build Plans & Analyze Portfolios role at Aon is now open for applications in Seattle, WA, United States.

Join us at Aon as our next Wealth Management Intern — Build Plans & Analyze Portfolios in Seattle, WA, United States.

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