Wealth Planning Intern for UHNW Clients

Corient; Pennsylvania; Hybride; USD 20 664 000 - 30 307 000; Plein temps

Avantages offerts par ce poste

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

Flexible Spending Accounts & Health HS

Dependent Care FSA

Commuter & Transit FSA

Corporate Discount Program

Perkspot Training Reimbursement

Paid Professional Designations

Giving back to the community

Volunteer days

Résumé du poste

Corient in Wayne, PA is seeking a summer intern to support client presentations and financial planning analysis. You will prepare materials, summarize financial topics, and help create planning templates while researching relevant topics and maintaining documents.

The role emphasizes client service, professionalism, and collaboration, with on-site work and a strong foundation in Excel and Microsoft Office.

Qualifications

• Pursuing a bachelor's degree; rising junior or senior by summer 2027.
• Demonstrates an extraordinary client service attitude.
• Team player who can assist, mentor, and inspire others.
• Maintains high standards of professionalism, ethics, and integrity.
• Keeps client and firm information confidential.

Responsabilités

• Prepare materials for client presentations including projections and reports.
• Summarize and analyze financial planning topics such as risk management, retirement, taxes, and estate planning.
• Create customized planning templates for client meetings.
• Research financial planning topics as needed.
• Manage firm documents in the document management system.
• Contribute to firm projects and departmental initiatives.
• Represent Corient professionally to clients and outside professionals.

Connaissances

Workload management

Communication skills

Organizational skills

Multitasking

Analytical skills

Attention to detail

Financial planning basics

Insurance & estate planning basics

Excel

Microsoft Office

Formation

Bachelor’s degree in progress

Rising junior or senior by summer 2027

Outils

Microsoft Office Suite

Excel

Description du poste

Corient in Wayne, PA is seeking a summer intern to support client presentations and financial planning analysis. You will prepare materials, summarize financial topics, and help create planning templates while researching relevant topics and maintaining documents.

The role emphasizes client service, professionalism, and collaboration, with on-site work and a strong foundation in Excel and Microsoft Office.