Wealth Planning Intern for UHNW Clients

Corient Services LLC; 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

Disability insurance

Paid maternity & parental leave

FSAs & Health Savings Accounts

Commuter & Transit FSA

Training reimbursement

Paid professional designations

Volunteer days

Job summary

Corient is seeking a summer intern to assist our wealth planning team in Seattle, WA. The role runs June through August 2027, 40 hours per week, on-site.

Responsibilities include preparing client materials, summarizing financial data, and supporting planning templates. You will gain exposure to risk management, retirement planning, estate planning, taxes, and client service while upholding confidentiality and professionalism.

Qualifications

• Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027.
• Demonstrates an extraordinary client service attitude.
• Team player who can assist, mentor, and inspire others.
• Upholds high standards of professionalism, ethics, and integrity.

Responsibilities

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

Workload management

Communication skills

Organizational skills

Multitasking

Analytical skills

Attention to detail

Timeliness

Financial literacy basics

Education

Bachelor's degree in progress

Tools

Excel

Microsoft Office Suite

Job description

Corient is seeking a summer intern to assist our wealth planning team in Seattle, WA. The role runs June through August 2027, 40 hours per week, on-site.

Responsibilities include preparing client materials, summarizing financial data, and supporting planning templates. You will gain exposure to risk management, retirement planning, estate planning, taxes, and client service while upholding confidentiality and professionalism.