Summer Wealth Management Intern - Client Planning

CI Financial; San Diego (CA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k) Matching

Medical Plan

Dental/Vision/Life

Disability Insurance

Parental Leave

FSA & HSA

Commuter Benefit

Training Reimbursement

Volunteer days

Job summary

Corient in San Diego is seeking a summer internship to support financial planning and family office services. You will prepare client materials, summarize information, and help customize planning templates.

This paid, non-exempt role runs June through August 2027, 40 hours a week onsite, offering exposure to estate planning, taxes, and investment concepts while you learn from experienced professionals.

Qualifications

• Pursuing a bachelor’s degree, rising junior or senior in summer 2027.
• Strong client service attitude and professionalism.
• Team player with mentoring and collaboration skills.

Responsibilities

• Prepare client presentation materials, projections, net worth statements, and reports.
• Review and summarize financial information across risk, retirement, taxes, and estate planning.
• Assist in creating customized planning templates for meetings.
• Research financial planning topics as needed.
• Manage documents in the firm’s document system.
• Contribute to firm projects and departmental initiatives.
• Represent Corient positively to clients and professionals.

Skills

Workload management

Strong communication

Attention to detail

Multi-tasking

Analytical thinking

Meeting deadlines

Financial concepts

Insurance basics

Excel proficiency

Education

Bachelor’s degree in progress

Tools

Microsoft Excel

Job description

Corient in San Diego is seeking a summer internship to support financial planning and family office services. You will prepare client materials, summarize information, and help customize planning templates.

This paid, non-exempt role runs June through August 2027, 40 hours a week onsite, offering exposure to estate planning, taxes, and investment concepts while you learn from experienced professionals.