Wealth Planning Intern – Elevate Client Outcomes

CI Financial; Newport Beach (CA); On-site; USD 79,000 - 81,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Health, Dental & Vision Insurance

Employer paid Life and AD&D Insurance

Disability Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts

Commuter & Transit Benefits

Job summary

Corient in Newport Beach, CA is seeking a summer Planning Associate to support financial planning teams for high- and ultra-high-net-worth clients. You will prepare client materials, summarize information, and help build templates for meetings.

The role requires pursuing a bachelor’s degree, strong communication, organization, and proficiency with Microsoft Excel. This on-site internship runs from June to August 2027 and pays $38.45 per hour on a non-exempt basis.

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.
• Upholds high standards of professionalism, ethics, and integrity.
• Mantains strict confidentiality regarding client and firm matters.

Responsibilities

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

Communication

Interpersonal skills

Attention to detail

Organization

Multitasking

Analytical thinking

Excel

Client service

Education

Bachelor's degree candidate

Tools

Microsoft Excel

Microsoft Office Suite

Job description

Corient in Newport Beach, CA is seeking a summer Planning Associate to support financial planning teams for high- and ultra-high-net-worth clients. You will prepare client materials, summarize information, and help build templates for meetings.

The role requires pursuing a bachelor’s degree, strong communication, organization, and proficiency with Microsoft Excel. This on-site internship runs from June to August 2027 and pays $38.45 per hour on a non-exempt basis.