Wealth Planning Intern: Finance Research & Client Prep

Corient; Shaker Heights, Northern (OH, KY); Hybrid; USD 2,066,000 - 3,031,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Paid Disability leave

Paid Parental Leave

Job summary

Corient is seeking a motivated summer intern in Shaker Heights, OH, to support financial planning efforts for high-net-worth clients. You will prepare materials for client meetings, analyze financial data, and help create planning templates under supervision.

We value a rising junior/senior who demonstrates superior client service, teamwork, and integrity while working on-site five days a week during June–August 2027.

Qualifications

• Pursuing a bachelor’s degree and rising junior or senior by summer 2027.
• Demonstrates exceptional client service attitude and ethics.
• Team player capable of mentoring others and upholding professionalism.

Responsibilities

• Prepare client presentation materials (financial independence, projections, net worth statements, cash flow, budgets).
• Review and summarize financial information across risk management, retirement planning, taxes, estate planning, gifting, and education.
• Assist in creating customized financial planning templates for meetings.
• Research financial planning topics as needed.
• Manage client and firm documents in the document management system.
• Support firm projects and departmental initiatives as requested.
• Represent Corient positively to clients and outside professionals.

Skills

Workload management

Communication

Organizational skills

Analytical thinking

Multitasking

Financial planning basics

Taxes knowledge

Microsoft Excel

Education

Bachelor's degree in progress

Tools

Microsoft Office Suite

Excel

Job description

Corient is seeking a motivated summer intern in Shaker Heights, OH, to support financial planning efforts for high-net-worth clients. You will prepare materials for client meetings, analyze financial data, and help create planning templates under supervision.

We value a rising junior/senior who demonstrates superior client service, teamwork, and integrity while working on-site five days a week during June–August 2027.