Wealth Planning Intern for UHNW Clients

Corient; Seattle (WA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

FSAs & Health Savings Accounts

Commuter & Transit FSA

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient in Seattle is offering a paid summer internship for a rising junior or senior pursuing a bachelor’s degree. The role supports client presentations, financial planning analyses, and document management, with 40 hours per week in the office.

You will gain exposure to wealth planning topics and collaborate with a team dedicated to client service and professional development. You should be detail-oriented, possess strong communication, and be eager to learn.

Qualifications

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

Responsibilities

• Prepare materials for client presentations (financial independence and education projections, net worth statements, cash flow reports, budgets, insurance, and estate planning summaries).
• Review and summarize information related to risks, retirement planning, taxes, estate plans, gifting, 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.
• Represent Corient positively to clients and external professionals.

Skills

Workload management

Communication skills

Organizational skills

Multitasking

Analytical thinking

Deadline-driven

Financial literacy

Microsoft Excel

Education

Undergraduate student

Tools

Microsoft Office

Job description

Corient in Seattle is offering a paid summer internship for a rising junior or senior pursuing a bachelor’s degree. The role supports client presentations, financial planning analyses, and document management, with 40 hours per week in the office.

You will gain exposure to wealth planning topics and collaborate with a team dedicated to client service and professional development. You should be detail-oriented, possess strong communication, and be eager to learn.