Summer Wealth Planning Intern — Newport Beach

CI Financial; Newport Beach (CA); On-site; USD 44,000 - 62,000; Full time

Benefits offered by this job

401(k) with employer matching

Medical plan options

Dental, Vision & Life Insurance

Disability Insurance

Maternity & Parental Leave

FSAs: HSA, Dependent Care, Commuter

Perkspot corporate discount

Training reimbursement

Paid professional designations

Volunteer days

Job summary

Corient is seeking a motivated student for a summer internship in Newport Beach, CA. You will assist in preparing financial planning materials, analyze client information, and support meetings with high-net-worth clients.

You’ll work in a collaborative environment, learn planning concepts, and gain hands-on experience with Excel and the document management system, while upholding strict confidentiality and professional standards.

Qualifications

• Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027.
• Demonstrates an extraordinary client service attitude.
• Team player who can assist, mentor, and inspire others.
• Upholds high standards of professionalism, ethics and integrity.
• Maintains strict confidentiality regarding client and firm matters.

Responsibilities

• Prepare materials for client presentations, such as financial independence and education projections, net worth statements, cash flow reports, budgets, insurance, and estate planning summaries.
• Review, summarize, and analyze information related to various financial aspects of a client’s life, including risk management, retirement planning, benefits, taxes, estate plans, gifting, charitable endeavors, and education.
• Assist in preparing customized financial planning templates for client meetings.
• Research financial planning topics as needed.
• Manage client and firm documents in the document management system.
• Contribute to firm projects and departmental initiatives as requested.
• Represent Corient positively to clients, outside professionals, and the public.

Skills

Effective workload management

Strong communication skills

Exceptional organizational skills

Multi-tasking

Analytical and problem-solving

Work quickly and accurately to meet"

Basic understanding of financial and投资

Familiarity with insurance, estate and

Microsoft Office Suite (Excel)

Education

Bachelor's degree in progress

Rising junior or senior by Summer 2027

Job description

Corient is seeking a motivated student for a summer internship in Newport Beach, CA. You will assist in preparing financial planning materials, analyze client information, and support meetings with high-net-worth clients.

You’ll work in a collaborative environment, learn planning concepts, and gain hands-on experience with Excel and the document management system, while upholding strict confidentiality and professional standards.