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Job Descriptions:

Are you looking for an opportunity to learn about the wealth management industry in a collaborative, supportive environment? If so, our summer internship program may offer the mentorship and experience you are looking for!

We are now accepting internship applications for summer 2026 with our Centralized Client Service team..

+ Washington interns will be based out of our Bellevue office, but also spend time in our other Seattle-area offices (Kirkland, Mercer Island, and Seattle)

+ Portland interns will be based out of our office in NE Portland, but also spend time in our SW office

+ We have a hybrid work environment (in office 4 days per week)

+ We work 7:00am - 4:00pm with one hour for lunch

+ We prefer candidates who can work 40 hours per week but will consider those who can work 20-40 hours

+ Internships will run:

+ May 18th - August 14th or

+ June 22th - September 18th

+ Vacations can be accommodated, allowing you to take up to 2 weeks of unpaid time off

+ Pay will be $22.00 per hour

Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. We welcome new colleagues who value open communication and believe in creating long-term relationships. We have offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.

You will contribute by:

+ Serving as a liaison between clients and custodians/investment managers, including managing client information and handling cashiering and money movement requests

+ Sending and receiving documents to clients, their advisors, and investment custodians

+ Entering and maintaining client data and activity notes in our CRM system

+ Supporting projects alongside the Centralized Client Service team, including integration work for newly joined wealth management teams

Required Experience:

+ Customer service experience and the desire to provide superior client service in a team-oriented environment

+ Working towards a Bachelor’s degree - preference given to candidates graduating within one year

+ Interest in learning about the wealth management industry

+ Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint

+ Strong organizational, communication, and prioritization skills

+ Excellent reliability

How to Apply:

+ The position will be open for applications for the entire month of November. All interested applicants must apply on or before November 30th - no exceptions.

+ Applicants must submit their resumes and cover letters addressing the following questions:

+ Why are you interested in exploring the wealth management industry?

+ Which location are you applying to - Seattle or Portland?

+ Are you able to commute between local offices? If you don’t live near Portland or Seattle, what is your housing plan for the summer?

+ When will you be graduating from your college or university?

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Keyword: 2026 Summer Internship

From: Coldstream Wealth Management