Client Advisor Internship 2026

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.

Please attach your most recent transcripts. Unofficial transcripts are acceptable. 

Essential Duties and Responsibilities May Include:

• Assisting Client Advisors with daily account management
• Creating custom reports such as cash flow analyses and balance sheets
• Assisting with organizing and streamlining client and business development information on Salesforce
• Assisting and attending client events
• Researching industry related topics and presenting where applicable
• Basic administrative tasks on behalf of the Client Advisory team including presentation creation and book binding
• Ad hoc tasks for Client Advisors as directed
• Financial model building and updating, market research, and company research
• Researching, creating and generating custom reports for Portfolio Managers to monitor accounts using Addepar, Bloomberg, FactSet and Excel
• Assisting with collecting, synthesizing and organizing equity, fixed income, and economic research data
• Maintaining and ensuring accuracy of financial models
• Analyzing earnings conference calls to Analysts to assist in evaluating recent company performance and disseminating information to internal departments as applicable
• Providing research using Bloomberg, FactSet, and other data providers to create reports and graphs for client presentations as directed
• Assisting in analyzing portfolios to ensure they reflect Whittier Trust sector and security outlook
• Maintaining and tracking composite performance
• Assisting in some administrative tasks in relation to supporting the Portfolio Manager including, presentation creation, printing and binding
• Researching, writing and presenting major project to Investment and wider WTC team

Qualifications

• Excellent academic credentials
• Progress towards Bachelor’s Degree – finance or economics preferred but ­NOT essential
• Quantitative and analytical skills
• Intellectual curiosity
• Emotional intelligence and maturity
• Demonstrated strong interest in the wealth management industry
• Advanced computer skills across all Microsoft Office programs.
• Advanced Excel skills
• Very strong verbal and written communication skills
• Extra-curricular activities outside of school

Priority will be given to students graduating in 2026 and 2027

Locations

Internships are available in our Pasadena, Orange County, West LA, San Francisco, Seattle, WA and Reno, NV offices.

Duration

The Internship Program will be run for 10 weeks during Summer of 2026.  Our expected start date is Monday, June 8^th, 2026.  

Application Process

A working visa sponsorship is NOT available.  Applicant(s) must be currently authorized to work in the United States.

We will be in contact with you after the December 31st deadline. 

Application Deadline: December 31st, 2025

Video screening Interviews: January 12th  – 19th, 2026

Final Round Interviews: January 26th - 30th, 2026

Offer Letters Sent: Friday, February 6th, 2026