Wealth Planning Intern: Client Strategy & Growth

CI Financial; North Carolina; On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plans (4 options)

Dental, Vision & Life Insurance

Disability insurance

Paid Maternity & Parental Leave

FSA/HSA benefits

Volunteer days

Job summary

Corient in Wayne, PA is seeking a motivated student for a summer internship from June to August 2027. The role is onsite four days a week, 40 hours, designed to support client-facing financial planning activities and time-sensitive materials.

You will prepare client presentation materials, summaries, and templates, review financial information, and collaborate with the team to ensure accurate, professional deliverables. Strong communication and organization are essential.

Qualifications

• Pursuing a bachelor’s degree; rising junior or senior come summer 2027.
• Demonstrates extraordinary client service attitude.
• Team player who can assist, mentor, and inspire others.
• Maintains 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

Organization

Multitasking

Analytical thinking

Attention to detail

MS Office

Excel

Financial planning basics

Insurance & estate planning

Education

Pursuing bachelor’s degree; rising junior or senior (summer 2027)

Tools

Microsoft Office (Excel)

Job description

Corient in Wayne, PA is seeking a motivated student for a summer internship from June to August 2027. The role is onsite four days a week, 40 hours, designed to support client-facing financial planning activities and time-sensitive materials.

You will prepare client presentation materials, summaries, and templates, review financial information, and collaborate with the team to ensure accurate, professional deliverables. Strong communication and organization are essential.