Wealth Planning Intern – High‑Net‑Worth Focus

Corient Services LLC; Dallas (TX); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Four Medical Plan options subsidized

Employer paid Dental, Vision & Life &/

Job summary

Corient in Dallas, TX is seeking a summer intern to support financial planning activities for UHNW clients. You’ll prepare client presentation materials, analyze financial topics, and help maintain client and firm documents, collaborating with advisors and staff.

The role emphasizes attention to detail, teamwork, and confidentiality. You must be pursuing a bachelor’s degree and be available June–August 2027, on-site 4 days per week, 40 hours weekly.

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
• Maintains strict confidentiality regarding client and firm matters

Responsibilities

• Prepare materials for client presentations (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.

Education

Pursuing Bachelor's degree

Job description

Corient in Dallas, TX is seeking a summer intern to support financial planning activities for UHNW clients. You’ll prepare client presentation materials, analyze financial topics, and help maintain client and firm documents, collaborating with advisors and staff.

The role emphasizes attention to detail, teamwork, and confidentiality. You must be pursuing a bachelor’s degree and be available June–August 2027, on-site 4 days per week, 40 hours weekly.