Wealth Management Intern: Client Planning & Analytics

CI Financial; Saint Petersburg (FL); On-site; USD 47,000 - 50,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability coverage

Paid Maternity & Parental Leave

Flexible Spending Accounts

Commuter & Transit FSA

Training Reimbursement

Volunteer days

Job summary

Corient, the world’s largest multi-family office, invites students to join our St. Petersburg team for a summer internship focused on preparing client materials and analyzing financial planning topics such as risk management, retirement planning, and education.

This hands-on program runs June through August 2027, 40 hours a week in the office, with exposure to client presentations, document management, and collaborative projects across wealth management.

Qualifications

• Pursuing a bachelor's degree with strong client service attitude.
• Team player who can assist, mentor, and inspire others.
• Maintains high standards of professionalism, ethics and integrity.

Responsibilities

• Prepare client presentation materials and projections.
• Review and summarize financial information for client life events.
• Assist in creating customized planning templates for meetings.
• Research planning topics as needed and manage documents.
• Support firm projects and represent Corient positively.

Skills

Workload management

Communication

Organization

Prioritization

Analytical skills

Deadline driven

Financial planning basics

Insurance basics

Excel

Education

Pursuing bachelor's degree (rising junior/senior by 2027)

Tools

Microsoft Office Suite / Excel

Job description

Corient, the world’s largest multi-family office, invites students to join our St. Petersburg team for a summer internship focused on preparing client materials and analyzing financial planning topics such as risk management, retirement planning, and education.

This hands-on program runs June through August 2027, 40 hours a week in the office, with exposure to client presentations, document management, and collaborative projects across wealth management.