Wealth Management Intern: Elevate Client Planning

CI Financial; United States; On-site; USD 52,000 - 55,000; Full time

Benefits offered by this job

401(k) Matching

Medical Plan options

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

FSAs & HSA

Commuter/Transit FSA

Perkspot discount program

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient in New York City invites a summer internship focused on financial planning support. You will prepare client presentation materials, summarize financial information, and assist in developing planning templates for client meetings.

The role emphasizes client service, teamwork, and confidentiality within a professional office environment. Ideal candidates are pursuing a bachelor's degree with an interest in wealth management, law or finance, and possess strong Excel skills.

Qualifications

• Enrolled in a bachelor's program, ideally rising junior or senior by summer 2027.
• Demonstrates exceptional client service orientation.
• Team player capable of mentoring and inspiring others.

Responsibilities

• Prepare materials for client presentations (financial independence projections, net worth statements, cash flow reports, budgets, insurance, estate planning summaries).
• Review and summarize financial planning information (risk management, retirement planning, taxes, estate plans, gifting, philanthropy).
• Assist in creating customized 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.
• Represent Corient positively to clients and professionals.

Skills

Workload management

Communication

Organization

Multitasking

Analytical thinking

Deadlines

Financial concepts

Office Excel

Education

Bachelor's degree in progress

Tools

Microsoft Office/Excel

Job description

Corient in New York City invites a summer internship focused on financial planning support. You will prepare client presentation materials, summarize financial information, and assist in developing planning templates for client meetings.

The role emphasizes client service, teamwork, and confidentiality within a professional office environment. Ideal candidates are pursuing a bachelor's degree with an interest in wealth management, law or finance, and possess strong Excel skills.