Wealth Management Intern — Grow with Client Impact

CI Financial; Cincinnati (OH); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

401(k) Plan

Medical Insurance

Dental Insurance

Vision Insurance

Life and AD&D Insurance

Short/Long-Term Disability

Parental Leave

FSA/HSA

Job summary

Corient is seeking a motivated student to support financial planning teams in Cincinnati this summer. You will prepare client materials, summarize financial information, and develop planning templates. The role emphasizes client service, teamwork, and confidentiality.

Must be pursuing a bachelor’s degree (rising junior/senior by summer 2027) and capable of high-quality, detail-oriented work in a fast-paced office. On-site four days per week with competitive benefits are offered.

Qualifications

• Currently pursuing a bachelor’s degree; rising junior or senior by summer 2027.
• Demonstrates exceptional client service attitude and integrity.
• Team player who can mentor and inspire others.
• Maintains professionalism, ethics, and confidentiality.
• Visualizes and summarizes financial information clearly.

Responsibilities

• Prepare client presentation materials (net worth, cash flow, budgets, estate planning).
• Summarize and analyze clients' financial information (risk, retirement, taxes, gifting).
• Develop customized financial planning templates for meetings.
• Research financial planning topics as needed.

Skills

Client service

Communication

Organization

Analytical thinking

Multi-tasking

Financial planning basics

Microsoft Office (Excel)

Education

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

Tools

Microsoft Excel

Job description

Corient is seeking a motivated student to support financial planning teams in Cincinnati this summer. You will prepare client materials, summarize financial information, and develop planning templates. The role emphasizes client service, teamwork, and confidentiality.

Must be pursuing a bachelor’s degree (rising junior/senior by summer 2027) and capable of high-quality, detail-oriented work in a fast-paced office. On-site four days per week with competitive benefits are offered.