Wealth Management Internship: Build Your Client Advisory Skills

Corient; Charlotte, Northern (NC, KY); Hybrid; USD 25,000 - 30,000; Full time

Benefits offered by this job

401(k) Match

Medical Plans

Dental Insurance

Vision Insurance

Life Insurance

AD&D Insurance

Short-term Disability

Long-term Disability

Parental Leave

Job summary

Corient seeks a motivated student intern to support our financial planning team in Charlotte, NC, during the summer of 2027. You will prepare client presentation materials, analyze financial information, and help create planning templates under the guidance of senior staff.

You will gain hands-on experience in financial planning topics such as risk management, retirement, taxes, and estate planning, while developing professional communications and organizational skills in a collaborative

Qualifications

• Pursuing a bachelor’s degree and will be 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.

Responsibilities

• Prepare materials for client presentations, such as financial projections, net worth statements, cash flow reports, budgets, insurance, and estate planning summaries.
• Review, summarize, and analyze information related to 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

Communication skills

Organization

Attention to detail

Analytical skills

Microsoft Excel

Education

Bachelor's degree in progress

Tools

Microsoft Office Suite

Job description

Corient seeks a motivated student intern to support our financial planning team in Charlotte, NC, during the summer of 2027. You will prepare client presentation materials, analyze financial information, and help create planning templates under the guidance of senior staff.

You will gain hands-on experience in financial planning topics such as risk management, retirement, taxes, and estate planning, while developing professional communications and organizational skills in a collaborative