Wealth Planning Intern — Client Impact & Growth

Corient; Dallas, Northern (TX, KY); Hybrid; USD 28,000 - 34,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options subsidised by Cor

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Commuter & Transit FSA

Volunteer days

Training Reimbursement

Job summary

Corient in Dallas, TX is seeking a summer intern to assist with client materials, financial planning analysis, and documentation. You will prepare projections, calendars, and reports for client meetings, while supporting senior planners with research and template development.

The role emphasizes communication, confidentiality, and a client-first approach, with onsite work four days a week during the June–August 2027 program.

Qualifications

• This internship requires a current bachelor’s degree pursuit with rising junior/senior status by summer 2027.
• Demonstrates exceptional client service attitude and professional ethics.
• Team player with the ability to mentor and inspire others.
• Maintains strict confidentiality regarding client and firm matters.

Responsibilities

• Prepare materials for client presentations including financial projections and reports.
• Review and summarize financial planning information across risk, retirement, taxes, and estate planning.
• Assist in creating customized 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 and professionals.

Skills

Communication skills

Microsoft Office

Excel

Organizational skills

Attention to detail

Team player

Education

Pursuing bachelor’s degree, rising junior or senior by summer 2027

Tools

Microsoft Office Suite

Job description

Corient in Dallas, TX is seeking a summer intern to assist with client materials, financial planning analysis, and documentation. You will prepare projections, calendars, and reports for client meetings, while supporting senior planners with research and template development.

The role emphasizes communication, confidentiality, and a client-first approach, with onsite work four days a week during the June–August 2027 program.