Wealth Management Intern: Shape Client Plans & Legacies

Corient Services LLC; Atlanta (GA); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

401(k) Matching

Medical, dental, vision insurance

Paid maternity & parental leave

Flexible Spending Accounts

Job summary

Corient Services LLC in Atlanta, GA is offering a summer internship designed for students pursuing a bachelor’s degree in finance or a related field. The 40-hour work week runs June through August 2027, onsite four days per week, with hands-on preparation of client materials and financial planning summaries.

You will support senior planners by drafting projections, reviewing information, and maintaining organized client documents, while developing skills in wealth management and professional

Qualifications

• Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027 (rising sophomores are welcome to apply).
• Demonstrates an extraordinary client service attitude and integrity.
• Team player who can assist, mentor, and inspire others.
• 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.

Skills

Strong communication

Attention to detail

Time management

Team collaboration

Financial awareness

Education

Bachelor’s degree in progress

Tools

Microsoft Excel

Job description

Corient Services LLC in Atlanta, GA is offering a summer internship designed for students pursuing a bachelor’s degree in finance or a related field. The 40-hour work week runs June through August 2027, onsite four days per week, with hands-on preparation of client materials and financial planning summaries.

You will support senior planners by drafting projections, reviewing information, and maintaining organized client documents, while developing skills in wealth management and professional