Wealth Management Intern: Hands-on Planning & Client Service

ci; Shaker Heights (OH); On-site; USD 2,066,000 - 3,031,000; Full time

Benefits offered by this job

401(k) matching

Medical plan options

Dental/Vision/Life insurance

Disability insurance

Parental leave

Flexible Spending Accounts

Volunteer days

Training reimbursement

Professional designations

Perkspot corporate discount

Job summary

Corient is seeking a motivated summer intern to support client materials and financial planning analysis. You’ll help prepare presentations, summarize financial information, and assist in creating planning templates for meetings.

The role emphasizes client service, confidentiality, and teamwork in a professional office setting in Shaker Heights, OH. The internship runs June through August 2027, with 40 hours per week onsite, offering exposure to wealth planning concepts and collaboration with

Qualifications

• Currently pursuing a bachelor’s degree and will be rising junior or senior by summer 2027.
• Demonstrates client service mindset and professionalism.
• Team-oriented with ability to mentor others and maintain confidentiality.

Responsibilities

• Prepare client presentation materials including financial projections, statements, and reports.
• Summarize and analyze financial planning information across risk, retirement, taxes, and estate planning.
• Create customized planning templates for client meetings.
• Research financial planning topics as needed.
• Manage client and firm documents in the document system.
• Support firm projects and cross-department initiatives.

Skills

Strong communication

Analytical skills

Organizational skills

Attention to detail

Time management

Excel

Education

Pursuing Bachelor's degree in business/finance

Tools

Microsoft Excel

Document management system

Job description

Corient is seeking a motivated summer intern to support client materials and financial planning analysis. You’ll help prepare presentations, summarize financial information, and assist in creating planning templates for meetings.

The role emphasizes client service, confidentiality, and teamwork in a professional office setting in Shaker Heights, OH. The internship runs June through August 2027, with 40 hours per week onsite, offering exposure to wealth planning concepts and collaboration with