Wealth Management Intern — Build Client Legacies in Seattle

CI Financial; Seattle (WA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k) employer matching

Medical plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

FSAs and Health Savings Accounts

Commuter & Transit FSA

Training reimbursement

Professional designations support

Volunteer days

Job summary

Corient is seeking a student intern in Seattle to support client-facing financial planning activities. You’ll help prepare materials for presentations, summarize client information, and assist in creating planning templates for meetings.

This role emphasizes accuracy, confidentiality, and professional client service. Work will be in-office, 40 hours weekly, June through August 2027, with a focus on collaboration and learning across wealth-management topics.

Qualifications

• Pursuing a bachelor’s degree and ideally rising junior or senior by summer 2027.
• Demonstrates exceptional client service attitude.
• Team player who can assist, mentor, and inspire others.
• Maintains high standards of professionalism, ethics, and integrity.

Responsibilities

• Prepare materials for client presentations (financial projections, cash flow reports, budgets, summaries).
• Review and summarize client financial information across risk management, retirement, taxes, and estate planning.
• Assist in creating customized planning templates for meetings.
• Research financial planning topics as needed.
• Manage client and firm documents in the document system.
• Contribute to firm projects and departmental initiatives.
• Represent Corient positively to clients and external parties.

Skills

Communication skills

Organizational skills

Attention to detail

Multitasking

Analytical thinking

Financial planning knowledge

Microsoft Excel

Education

Pursuing bachelor’s degree

Tools

Microsoft Office (Excel)

Job description

Corient is seeking a student intern in Seattle to support client-facing financial planning activities. You’ll help prepare materials for presentations, summarize client information, and assist in creating planning templates for meetings.

This role emphasizes accuracy, confidentiality, and professional client service. Work will be in-office, 40 hours weekly, June through August 2027, with a focus on collaboration and learning across wealth-management topics.