Wealth Planning Intern — Build Client Solutions

Corient; Wayne (PA); On-site; USD 18,000 - 24,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability insurance

Parental Leave

Flexible Spending Accounts

Commuter Benefits

Training Reimbursement

Job summary

Corient, a leading wealth advisory, invites a Summer Intern to join the Wayne, PA office for a 10-week program (June–August 2027). You will assist in preparing client presentations, financial planning templates, and research across risk management, retirement, taxes, and estate planning.

You’ll work 40 hours per week, gain exposure to investment and wealth-strategy services, and support planners while developing professional skills.

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 professionalism.
• Team player who can assist, mentor and inspire others.

Responsibilities

• Prepare materials for client presentations and financial planning summaries.
• Review and analyze information on risk management, retirement, taxes, and estate planning.
• Assist in preparing customized financial planning templates for client meetings.
• Research financial planning topics as needed.

Skills

Communication

Organization

Multitasking

Analytical thinking

Team collaboration

Education

Bachelor’s degree (in progress)

Rising junior or senior in Summer 2027

Tools

Excel

Job description

Corient, a leading wealth advisory, invites a Summer Intern to join the Wayne, PA office for a 10-week program (June–August 2027). You will assist in preparing client presentations, financial planning templates, and research across risk management, retirement, taxes, and estate planning.

You’ll work 40 hours per week, gain exposure to investment and wealth-strategy services, and support planners while developing professional skills.