Wealth Planning Intern for UHNW Families

Corient Services LLC; Wayne (PA); On-site; USD 28,000 - 39,000; 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

Parental Leave

FSA/HSA

Commuter & Transit FSA

Corporate Discount Program

Volunteer days

Training Reimbursement

Professional Designations

Job summary

Corient seeks a motivated student to join as a summer intern in Wayne, PA, supporting the financial planning team with client materials and analyses. You will help prepare materials for presentations, including projections, cash flow and estate planning summaries, and assist in research and template creation.

Work will involve reviewing risk management, retirement, taxes, and gifting topics, and maintaining firm documents.

Qualifications

• Pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027.
• Demonstrates an extraordinary client service attitude and integrity.
• Team player able to mentor and inspire others.

Responsibilities

• Prepare materials for client presentations, such as financial projections and statements.
• Review, summarize, and analyze information related to risk management, retirement planning, taxes, and estate plans.
• 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 represent Corient positively to clients and professionals.

Skills

Communication

Organization

Analytical thinking

Time management

Attention to detail

Problem solving

Excel knowledge

Team player

Education

Pursuing bachelor’s degree

Tools

Microsoft Office

Excel

Job description

Corient seeks a motivated student to join as a summer intern in Wayne, PA, supporting the financial planning team with client materials and analyses. You will help prepare materials for presentations, including projections, cash flow and estate planning summaries, and assist in research and template creation.

Work will involve reviewing risk management, retirement, taxes, and gifting topics, and maintaining firm documents.