Wealth Management Intern - Hands-On Client Planning

ci; San Diego (CA); On-site; USD 43,000 - 59,000; Full time

Job summary

Corient in San Diego, CA, is offering a paid internship from June through August 2027 for students pursuing a bachelor’s degree. The role requires up to 40 hours per week in the office, with duties including preparing client presentation materials, summarizing financial information, and assisting in customized planning templates.

You will gain exposure to risk management, retirement planning, taxes, and estate planning topics while supporting firm projects and maintaining confidential client

Qualifications

• Currently pursuing a bachelor's degree and ideally will be a rising junior or senior come summer 2027.
• Demonstrates extraordinary client service attitude and integrity.
• Team player who can assist, mentor, and inspire others.

Responsibilities

• Prepare materials for client presentations, such as financial projections and estate planning summaries.
• Review and summarize information related to risk management, retirement planning, taxes, and gifting.
• 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 and outside professionals.

Skills

Workload management

Communication skills

Organizational skills

Multitasking

Analytical skills

Attention to detail

Financial planning basics

Insurance knowledge

Excel proficiency

Education

Bachelor's degree candidate (rising junior/senior)

Tools

Excel

Job description

Corient in San Diego, CA, is offering a paid internship from June through August 2027 for students pursuing a bachelor’s degree. The role requires up to 40 hours per week in the office, with duties including preparing client presentation materials, summarizing financial information, and assisting in customized planning templates.

You will gain exposure to risk management, retirement planning, taxes, and estate planning topics while supporting firm projects and maintaining confidential client