Wealth Management Summer Internship – Client Planning

ci; Cincinnati (OH); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Paid Professional Designations

Job summary

Corient in Cincinnati is seeking a part-time summer intern to support financial planning activities for UHNW clients. The role emphasizes accuracy, confidentiality, and teamwork while gaining exposure to wealth management concepts.

You'll help prepare client materials, summarize complex financial data, and assist in templates for client meetings. This 2027 summer position offers growth, hands-on learning, and professional mentorship.

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 skills

Organizational skills

Multitasking

Analytical skills

Deadline-driven

Financial planning basics

Insurance and estate planning basics

Tax principles basics

Excel proficiency

Education

Bachelor's degree in progress

Tools

Microsoft Office

Job description

Corient in Cincinnati is seeking a part-time summer intern to support financial planning activities for UHNW clients. The role emphasizes accuracy, confidentiality, and teamwork while gaining exposure to wealth management concepts.

You'll help prepare client materials, summarize complex financial data, and assist in templates for client meetings. This 2027 summer position offers growth, hands-on learning, and professional mentorship.