Wealth Planning Intern – Client Impact & Growth

Corient; Houston (TX); On-site; USD 25,000 - 39,000; 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

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient in Houston, TX seeks an enthusiastic student for a summer internship in financial planning support. You will prepare client presentation materials, summaries of risk management, retirement planning, taxes, and estate planning, and assist in creating templates for meetings.

This position offers direct exposure to UHNW client services, collaboration with professionals, and opportunities to learn Excel-based analyses.

Qualifications

• Pursuing a bachelor’s degree and expected to be rising junior or senior by summer 2027.
• Demonstrates extraordinary client service attitude and ethics.
• Team player who can assist, mentor, and inspire others.

Responsibilities

• Prepare materials for client presentations, such as financial projections and cash flow reports.
• Review, summarize, and analyze information related to risk management, retirement planning, taxes, and estate planning.

Skills

Communication skills

Interpersonal skills

Organizational skills

Analytical thinking

Education

Bachelor’s degree in progress

Tools

Excel

PowerPoint

Word

Job description

Corient in Houston, TX seeks an enthusiastic student for a summer internship in financial planning support. You will prepare client presentation materials, summaries of risk management, retirement planning, taxes, and estate planning, and assist in creating templates for meetings.

This position offers direct exposure to UHNW client services, collaboration with professionals, and opportunities to learn Excel-based analyses.