Wealth Planning Intern for UHNW Clients

CI Financial; Chicago (IL); On-site; USD 4,035,000 - 5,746,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Multiple Medical Plan options

Dental, Vision & Life Insurance

Disability insurance

Paid parental leave

Training reimbursement

Job summary

Corient in Chicago, IL is seeking a motivated undergraduate student for a summer internship focused on client materials and financial planning support. You will prepare presentations, analyze client life information, and help create planning templates under supervision.

Role involves on-site work four days per week, exposure to risk management, taxes, estate planning, and investment concepts, and collaboration with a professional team to deliver client-focused solutions.

Qualifications

• Currently pursuing a bachelor’s degree and ideally rising junior/senior by summer 2027
• Demonstrates an extraordinary client service attitude
• Team player who can mentor and inspire others
• Upholds high standards of professionalism, ethics, and integrity
• Maintains strict confidentiality regarding client and firm matters

Responsibilities

• Prepare materials for client presentations, including financial independence and education projections, net worth statements, cash flow reports, budgets, insurance and estate planning summaries.
• Review, summarize, and analyze information related to 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

Communication skills

Organizational skills

Attention to detail

Multitasking

Analytical thinking

Excel proficiency

Office suite

Education

Pursuing bachelor’s degree

Tools

Microsoft Excel

Job description

Corient in Chicago, IL is seeking a motivated undergraduate student for a summer internship focused on client materials and financial planning support. You will prepare presentations, analyze client life information, and help create planning templates under supervision.

Role involves on-site work four days per week, exposure to risk management, taxes, estate planning, and investment concepts, and collaboration with a professional team to deliver client-focused solutions.