Wealth Management Summer Intern – Client Impact

Corient; Indianapolis, Northern (IN, KY); Hybrid; USD 25,000 - 39,000; Full time

Benefits offered by this job

401(k) matching

Medical plan options

Dental, Vision & Life Insurance

Disability insurance

Parental leave

Job summary

Corient in Indianapolis is seeking a Wealth Management Intern for Summer 2027 to support client teams with financial planning materials, projections, and research.

You will prepare client-ready documents, assist with planning templates, and help with data management while gaining exposure to investment concepts and estate planning basics.

The role requires onsite work 4 days a week, a currently pursuing bachelor’s degree, and a willingness to learn in a collaborative, client-focused environment.

Qualifications

• Pursuing a bachelor’s degree; rising junior or senior by summer 2027.
• Strong communication, organizational, and attention to detail.
• Willing to work onsite in Indianapolis and learn financial planning basics.

Responsibilities

• Prepare materials for client presentations, including projections and reports.
• Review and summarize client financial information across risk, retirement, taxes, and estate planning.
• Assist in preparing customized financial planning templates for meetings.
• Research financial planning topics as needed.
• Manage client and firm documents in the document management system.

Skills

Workload management

Communication skills

Organizational skills

Multitasking

Analytical skills

Problem solving

Financial planning basics

Insurance & tax knowledge

Excel proficiency

Microsoft Office Suite

Education

Bachelor's degree in progress

Tools

Microsoft Office Suite

Excel

Job description

Corient in Indianapolis is seeking a Wealth Management Intern for Summer 2027 to support client teams with financial planning materials, projections, and research.

You will prepare client-ready documents, assist with planning templates, and help with data management while gaining exposure to investment concepts and estate planning basics.

The role requires onsite work 4 days a week, a currently pursuing bachelor’s degree, and a willingness to learn in a collaborative, client-focused environment.