Wealth Management Intern: Elevate Client Planning

Corient; Wayne (PA); On-site; USD 70,000 - 78,000; Full time

Benefits offered by this job

401(k) plan with employer matching

Medical plan options

Dental, Vision & Life Insurance

Short/Long-term disability

Parental leave

FSAs & HSAs

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient is seeking a motivated student for a summer internship in Wayne, PA. The role involves preparing client presentation materials, analyzing financial planning topics, and supporting the team with documentation and meetings.

You will gain hands-on experience in risk management, retirement planning, education, and estate planning while developing professional skills in client service and collaboration. Office-based with a 40-hour workweek.

Qualifications

• Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027
• 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.

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.
• Strong communication skills, both oral and written, with excellent interpersonal abilities.
• Exceptional organizational skills with acute attention to detail.
• Ability to handle multiple tasks concurrently, prioritize work, and take direction from multiple team members.
• Strong analytical and problem-solving skills.
• Capability to work quickly and accurately to meet deadlines.
• Basic understanding of financial planning and investment concepts.
• Familiarity with insurance, estate planning, and tax principles.
• Proficiency in Microsoft Office Suite, including Excel.

Skills

Strong communication

Attention to detail

Multitasking

Analytical skills

Microsoft Excel

Education

Pursuing bachelor’s degree

Tools

Microsoft Office Suite

Job description

Corient is seeking a motivated student for a summer internship in Wayne, PA. The role involves preparing client presentation materials, analyzing financial planning topics, and supporting the team with documentation and meetings.

You will gain hands-on experience in risk management, retirement planning, education, and estate planning while developing professional skills in client service and collaboration. Office-based with a 40-hour workweek.