Wealth Planning Intern for UHNW Clientele

Corient Services LLC; Chicago (IL); On-site; USD 41,000 - 56,000; Full time

Benefits offered by this job

401(k) matching

Medical plans

Dental coverage

Vision insurance

Disability insurance

Parental leave

FSAs

Job summary

Corient Services LLC is seeking an intern who will support the preparation of client presentations and financial planning materials in a Chicago office. The role involves gathering data on risk management, retirement planning, taxes, and estate planning, and assisting with template creation for client meetings.

The intern will contribute to firm projects, maintain strict confidentiality, and collaborate with team members while learning core wealth-management concepts under supervision.

Qualifications

• Currently pursuing a bachelor’s degree, rising junior or senior by summer 2027.
• Strong client service attitude and professional ethics.
• Team player able to mentor others and maintain confidentiality.

Responsibilities

• Prepare materials for client presentations (financial projections, cash flow, budgets).
• Review and summarize financial planning information (risk management, retirement, taxes).
• Create customized financial planning templates for client meetings.
• Research financial planning topics as needed.
• Manage client and firm documents in the document system.
• Contribute to firm projects and initiatives.
• Represent Corient to clients and external professionals.

Skills

Strong communication

Detail oriented

Team player

Analytical skills

Ability to meet deadlines

Client service attitude

Confidentiality

Education

Pursuing bachelor’s degree (summer 2027)

Tools

Microsoft Office Suite

Excel

Job description

Corient Services LLC is seeking an intern who will support the preparation of client presentations and financial planning materials in a Chicago office. The role involves gathering data on risk management, retirement planning, taxes, and estate planning, and assisting with template creation for client meetings.

The intern will contribute to firm projects, maintain strict confidentiality, and collaborate with team members while learning core wealth-management concepts under supervision.