Wealth Management Intern - Client Planning & Analytics

ci; Chicago (IL); On-site; USD 63,000 - 77,000; Full time

Job summary

Corient in Chicago seeks a motivated student to join our team for a summer internship. The role focuses on preparing client materials, analyzing financial planning topics, and supporting meeting preparation and documentation.

You will work onsite, four days a week, contributing to real client work under supervision. Ideal candidates are pursuing a bachelor’s degree, with strong communication, organization, and analytical skills, and a willingness to learn about insurance, estate planning, and

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 extraordinary client service attitude
• Team player who can assist, mentor, and inspire others
• Maintains 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

Organizational skills

Multitasking

Analytical thinking

Attention to detail

Basic finance knowledge

Insurance knowledge

Proficiency in Excel

Education

Bachelor’s degree in progress

Tools

Microsoft Excel

Job description

Corient in Chicago seeks a motivated student to join our team for a summer internship. The role focuses on preparing client materials, analyzing financial planning topics, and supporting meeting preparation and documentation.

You will work onsite, four days a week, contributing to real client work under supervision. Ideal candidates are pursuing a bachelor’s degree, with strong communication, organization, and analytical skills, and a willingness to learn about insurance, estate planning, and