Wealth Planning Intern – Client Impact & Growth

Corient Services LLC; San Diego (CA); On-site; USD 41,000 - 61,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental Insurance

Vision Insurance

Life Insurance

Short-term & Long-term Disability

Parental Leave

Job summary

Corient Services LLC in San Diego, CA is seeking a summer internship for a student pursuing a bachelor’s degree. The role involves preparing client presentation materials, conducting analyses across financial planning topics, and supporting document management and template creation.

You will work 40 hours per week in the office, gain exposure to wealth planning concepts, and contribute to client-facing deliverables while developing professional skills in a collaborative environment.

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

Responsibilities

• Prepare materials for client presentations, such as financial projections, net worth statements, cash flow reports, budgets, and estate planning summaries.
• Review, summarize, and analyze information related to risk management, retirement planning, taxes, estate plans, gifting, 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 and outside professionals.

Skills

Excel

MS Office

Communication

Organization

Attention to detail

Education

Pursuing Bachelor’s degree in progress

Tools

Document management system

Job description

Corient Services LLC in San Diego, CA is seeking a summer internship for a student pursuing a bachelor’s degree. The role involves preparing client presentation materials, conducting analyses across financial planning topics, and supporting document management and template creation.

You will work 40 hours per week in the office, gain exposure to wealth planning concepts, and contribute to client-facing deliverables while developing professional skills in a collaborative environment.