UHNW Wealth Planning Intern

ci; Atlanta (GA); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

401(k) matching

Medical plans

Dental & Vision insurance

Short/Long-term disability

Parental leave

Training reimbursement

Job summary

Corient is seeking a motivated college student for a summer internship in Atlanta. You will prepare client materials, summarize financial information, and assist in creating planning templates. This role emphasizes client service, confidentiality, and teamwork in a professional office setting.

The internship runs June through August 2027, 40 hours per week, onsite four days a week, with opportunities to learn about wealth management and financial planning fundamentals.

Qualifications

• Current enrollment in a Bachelor's degree program, summer 2027 start date.
• Demonstrates a client service mindset and ethics.
• Team player capable of mentoring others.

Responsibilities

• Prepare materials for client presentations, including financial projections and reports.
• Summarize and analyze financial information across risk management, taxes, and estate planning.
• Help create customized planning templates for meetings.
• Research financial planning topics as needed.
• Manage client and firm documents in the document system.

Skills

Workload management

Communication

Organization

Multitasking

Analytical thinking

Attention to detail

Excel

Education

Bachelor's degree in progress

Tools

MS Office

Excel

Job description

Corient is seeking a motivated college student for a summer internship in Atlanta. You will prepare client materials, summarize financial information, and assist in creating planning templates. This role emphasizes client service, confidentiality, and teamwork in a professional office setting.

The internship runs June through August 2027, 40 hours per week, onsite four days a week, with opportunities to learn about wealth management and financial planning fundamentals.