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Coordinates wealth-planning workflows for high-net-worth clients by managing intake, scheduling, deliverables, documentation, handoffs, and planning communications. Supports advisors and senior planners, tracks capacity and reporting, coordinates events, and ensures processes meet regulatory, fiduciary, and operational standards. The role handles planning logistics and workflow coordination rather than providing financial advice.

Supports daily portfolio account reconciliation, account opening and closing, account-data maintenance, trade settlement, security-information updates, proxy-voting reconciliation, and client-report distribution. Provides backup coverage and cross-training for Operations staff while maintaining confidentiality, accuracy, compliance with firm policies, and strong service standards. May also perform special projects and additional duties supporting the team.

Supports Wealth Management lending, cash management, and managed asset programs by coordinating advisory fee changes, assisting cross-functional product initiatives, guiding Financial Professionals, maintaining product documentation, and monitoring industry trends. The role emphasizes accurate execution, responsive advisor support, process improvement, project coordination, and effective communication across Wealth Management, Operations, Compliance, and Advisor Solutions teams.

Paid, nine-week Wealth Management Research Internship supporting portfolio analysis, investment due diligence, equity research, market commentary, and the Student Investment Program. Interns work with research analysts and associates, contribute to ad hoc projects, participate in leadership programming, and may prepare for the FINRA SIE exam. The role requires strong academics, analytical and communication skills, teamwork, U.S. work authorization, background and credit checks, and commitment to the full program.

Paid wealth management internship supporting Financial Advisors and their clients in a branch office. Interns develop wealth management skills, collaborate on client-support projects, build professional networks, and may prepare for the FINRA Securities Industry Essentials exam. The program includes branch experience, a Seattle leadership and team-building week, community service, and professional development. Applicants must be college students with strong academics, communication and teamwork skills, U.S. work authorization, and availability for the full nine-week program.

Nine-week, full-time paid internship offering undergraduate or graduate students rotational exposure across Wealth Management departments, including Finance, Research, Wealth Planning, Managed Solutions, Practice Management, and Trust. Interns also learn about Asset Management, Investment Banking, and Fixed Income Capital Markets, develop business and leadership knowledge, and study for the FINRA SIE exam. The program is based in Seattle and requires completion of sophomore year, U.S. work authorization, background and credit checks, and full participation.

Paid nine-week wealth management internship working with Financial Advisors and financial professionals in a branch office. Interns support client-related projects, learn wealth management practices, build professional networks, participate in leadership and community activities, and may prepare for and take the FINRA Securities Industry Essentials exam. The program requires at least 25 hours per week and includes an immersive week at the Seattle corporate office.

Paid nine-week wealth management internship working with Financial Advisors in a local branch. Interns support advisor and client projects, learn wealth management practices, build professional networks, participate in Seattle-based leadership and team-building activities, and receive preparation and sponsorship for the FINRA Securities Industry Essentials exam. Applicants must be college students who can commit to the full program and live locally without relocation assistance.

Paid nine-week wealth management internship working alongside Financial Advisors in a branch office. Interns support client and advisor projects, learn wealth management, build professional networks, participate in leadership and community activities, and may prepare for and take the FINRA SIE exam. The program requires at least 25 hours weekly, local housing arrangements, U.S. work authorization, and successful background, reference, and credit checks.

Paid nine-week wealth management internship supporting Financial Advisors and their clients in a local branch office. Interns gain exposure to financial services, collaborate on advisor projects, build professional networks, participate in leadership activities and community service, and may prepare for and take the FINRA Securities Industry Essentials exam. The program includes a corporate-office week in Seattle and requires commitment to the full program duration.