Wealth Management Internship — UHNW Client Planning

Corient; Saint Petersburg (FL); On-site; USD 47,000 - 50,000; Full time

Benefits offered by this job

401(k) Plan

Medical options

Dental coverage

Vision & Life Insurance

Disability coverage

Parental leave

FSAs/HSAs

Commuter benefits

Professional development

Volunteer days

Job summary

Corient in St. Petersburg, FL is seeking a motivated student intern for a summer role in financial planning support. The position involves preparing materials for client presentations, summarizing financial data, and assisting with education projections and cash flow reports.

You will work onsite four days a week, 40 hours, gaining exposure to risk management, retirement planning, taxes, estate planning, and charitable activities while developing Excel skills and client service abilities.

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 and teamwork.
• Maintains confidentiality and operates with high ethics and professionalism.
• Able to work onsite, meet deadlines, and support client presentations.

Responsibilities

• Prepare materials for client presentations, including projections and summaries.
• Review, summarize, and analyze financial information across client life aspects.
• Assist in creating customized financial planning templates for meetings.
• Research financial planning topics as needed.
• Manage client and firm documents in the document system.
• Support firm projects and represent Corient to clients and professionals.

Skills

Workload management

Communication skills

Organization

Multitasking

Analytical skills

Fast, accurate work

Financial planning basics

Insurance & taxes knowledge

MS Office (Excel)

Education

Pursuing bachelor's degree

Tools

MS Office Suite

Job description

Corient in St. Petersburg, FL is seeking a motivated student intern for a summer role in financial planning support. The position involves preparing materials for client presentations, summarizing financial data, and assisting with education projections and cash flow reports.

You will work onsite four days a week, 40 hours, gaining exposure to risk management, retirement planning, taxes, estate planning, and charitable activities while developing Excel skills and client service abilities.