Wealth Management Intern — UHNW Advisory

CI Financial; Wayne (PA); Sur place; USD 992 000 - 1 212 000; Plein temps

Avantages offerts par ce poste

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Short/Long-Term Disability

Parental Leave

Flexible Spending Accounts

Commuter & Transit Benefits

Training Reimbursement

Résumé du poste

Corient is seeking a student intern to support financial planning activities for high- and ultra-high-net-worth clients in Wayne, PA. You will prepare materials for client meetings, summarize financial information, and assist in building planning templates while gaining exposure to estate planning and risk management topics.

The role requires you to work onsite 4 days per week during June–August 2027 and to demonstrate a strong client service attitude in a collaborative team environment.

Qualifications

• Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027.
• 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.

Responsabilités

• 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.

Connaissances

Workload management

Communication skills

Organizational skills

Multitasking

Analytical thinking

Attention to detail

Meet deadlines

Financial planning basics

Insurance & estate planning

Team collaboration

Formation

Pursuing bachelor’s degree (rising junior/senior)

Outils

Excel

Description du poste

Corient is seeking a student intern to support financial planning activities for high- and ultra-high-net-worth clients in Wayne, PA. You will prepare materials for client meetings, summarize financial information, and assist in building planning templates while gaining exposure to estate planning and risk management topics.

The role requires you to work onsite 4 days per week during June–August 2027 and to demonstrate a strong client service attitude in a collaborative team environment.