Wealth Management Intern: UHNW Client Experience

CI Financial; Shaker Heights (OH); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts

Job summary

Corient is offering a summer internship in Shaker Heights, OH, focused on supporting financial planning activities for high‑net‑worth clients. The role involves preparing client materials, analyzing financial information, and assisting in planning templates under supervision.

You'll gain hands-on experience in risk management, retirement planning, estate and tax concepts, while learning to manage documents and collaborate across teams.

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
• 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.

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

Workload management

Communication

Organizational skills

Multitasking

Analytical thinking

Detail orientation

Financial planning basics

Insurance concepts

Estate planning basics

Excel proficiency

Education

Bachelor's degree in progress

Tools

Microsoft Excel

Job description

Corient is offering a summer internship in Shaker Heights, OH, focused on supporting financial planning activities for high‑net‑worth clients. The role involves preparing client materials, analyzing financial information, and assisting in planning templates under supervision.

You'll gain hands-on experience in risk management, retirement planning, estate and tax concepts, while learning to manage documents and collaborate across teams.