Wealth Management Intern: Client Planning & Growth

Corient; Atlanta (GA); Hybrid; USD 25,000 - 36,000; Full time

Benefits offered by this job

401(k) Plan

Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Healths}

Dependent Care FSA

Commuter & Transit FSA

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient in Atlanta is seeking a motivated summer intern to join our wealth management team. The role runs June through August 2027, 40 hours per week, in-office four days per week with on-site expectations.

You will prepare client materials, perform financial analyses, and help build planning templates for meetings. Working with experienced professionals, you will gain exposure to risk management, retirement planning, taxes, and estate planning while developing a strong client-service mindset

Qualifications

• Pursuing a bachelor’s degree; rising junior or senior by summer 2027.
• Strong client service attitude and professionalism.
• Ability to work collaboratively and mentor others.

Responsibilities

• Prepare materials for client presentations and financial projections.
• Review and summarize financial information across risk, retirement, taxes, and estate planning.
• Assist in creating customized financial planning templates for client meetings.

Skills

Time management

Communication skills

Organizational skills

Attention to detail

Analytical thinking

Multi-tasking

Education

Bachelor's degree in progress

Tools

Microsoft Office Suite

Excel

Job description

Corient in Atlanta is seeking a motivated summer intern to join our wealth management team. The role runs June through August 2027, 40 hours per week, in-office four days per week with on-site expectations.

You will prepare client materials, perform financial analyses, and help build planning templates for meetings. Working with experienced professionals, you will gain exposure to risk management, retirement planning, taxes, and estate planning while developing a strong client-service mindset