Wealth Management Intern: Client Planning

CI Financial; Atlanta (GA); Sur place; USD 28 000 - 41 000; Plein temps

Avantages offerts par ce poste

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Résumé du poste

Corient is seeking a motivated undergraduate student for a summer internship in Atlanta, GA, 40 hours/week, June–August 2027. You will prepare client materials, assist in financial planning tasks, and collaborate with a team to support high-net-worth clients.

The role emphasizes professional conduct, confidentiality, and the ability to work cross-functionally. Onsite 4 days a week with growth potential in a leading multi-family office.

Qualifications

• Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027 (rising sophomores are welcome to apply)
• 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.

Responsabilités

• 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.

Connaissances

Effective workload management

Strong communication

Interpersonal skills

Organizational skills

Attention to detail

Multitasking

Analytical thinking

Deadline-oriented

Financial planning basics

Insurance, estate planning & tax

Formation

Bachelor’s degree pursuit

Rising junior/senior by Summer 2027

Strong client service mindset

Team player with mentoring ability

Professionalism & confidentiality

Outils

Microsoft Office Suite

Excel

Description du poste

Corient is seeking a motivated undergraduate student for a summer internship in Atlanta, GA, 40 hours/week, June–August 2027. You will prepare client materials, assist in financial planning tasks, and collaborate with a team to support high-net-worth clients.

The role emphasizes professional conduct, confidentiality, and the ability to work cross-functionally. Onsite 4 days a week with growth potential in a leading multi-family office.