Wealth Management Internship — In-Office (San Diego)
Corient
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Benefits offered by this job
Job summary
Corient in San Diego is seeking a summer intern to support the financial planning team. The role involves preparing client presentation materials such as projections, cash flow reports, and estate planning summaries, and assisting with customized planning templates.
You will review client data, analyze financial topics, and help manage documents while collaborating with colleagues. The position requires strong communication, organization, and a client-focused mindset.
Qualifications
- Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027.
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 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
Education
Tools
Job description
Corient in San Diego is seeking a summer intern to support the financial planning team. The role involves preparing client presentation materials such as projections, cash flow reports, and estate planning summaries, and assisting with customized planning templates.
You will review client data, analyze financial topics, and help manage documents while collaborating with colleagues. The position requires strong communication, organization, and a client-focused mindset.
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