Wealth Management Intern (Summer 2027, Indianapolis)

Corient; Indianapolis, Northern (IN, KY); Hybrid; USD 25,000 - 39,000; Full time

Benefits offered by this job

401(k) matching

Medical plan options

Dental, Vision & Life Insurance

Disability insurance

Parental leave

Job summary

Corient in Indianapolis is seeking a Wealth Management Intern for Summer 2027 to support client teams with financial planning materials, projections, and research.

You will prepare client-ready documents, assist with planning templates, and help with data management while gaining exposure to investment concepts and estate planning basics.

The role requires onsite work 4 days a week, a currently pursuing bachelor’s degree, and a willingness to learn in a collaborative, client-focused environment.

Qualifications

• Pursuing a bachelor’s degree; rising junior or senior by summer 2027.
• Strong communication, organizational, and attention to detail.
• Willing to work onsite in Indianapolis and learn financial planning basics.

Responsibilities

• Prepare materials for client presentations, including projections and reports.
• Review and summarize client financial information across risk, retirement, taxes, and estate planning.
• Assist in preparing customized financial planning templates for meetings.
• Research financial planning topics as needed.
• Manage client and firm documents in the document management system.

Skills

Workload management

Communication skills

Organizational skills

Multitasking

Analytical skills

Problem solving

Financial planning basics

Insurance & tax knowledge

Excel proficiency

Microsoft Office Suite

Education

Bachelor's degree in progress

Tools

Microsoft Office Suite

Excel

Job description

## Wealth Management Intern (Summer 2027, Indianapolis)Apply: US-IN-Indianapolis-500 E96th-0450: Full time: Posted 3 Days Ago: JR6159**Join a team that values your ambition and empowers your growth** At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.**Location**: Indianapolis, IN (5x a week in the office)**Duration**: June-August 2027**Hours:** 40 hrs/week**Key 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.**Key Competencies:*** Effective workload management.* 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.**Education and Credentials:*** 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.* 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.**Physical Requirements*** This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.* This position may require the ability to lift up to 15 pounds.* This position is required to work onsite 4 days per week. **U.S. Eligibility Requirements*** Must be 18 years of age or older.* Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.* Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.* Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. **What You Can Expect from Us**Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:* 401(k) Plan with Employer Matching* Four Medical Plan options that is generously subsidized by Corient* Employer paid Dental, Vision & Life and AD&D Insurance* Employer paid Short-term & Long-term Disability* Paid Maternity & Parental Leave* Flexible Spending Accounts & Health Savings Accounts* Dependent Care FSA* Commuter & Transit FSA* Corporate Discount Program - Perkspot* Training Reimbursement* Paid Professional Designations* Giving back to the community - Volunteer days Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.