Wealth Planning Intern — In-Office Summer, Chicago

Corient; Chicago (IL); Hybride; USD 40 000 - 57 000; Plein temps

Avantages offerts par ce poste

401(k) matching

Medical plans

Dental coverage

Vision & Life Insurance

Disability Insurance

Parental Leave

Health Savings Accounts

Transit/Commuter FSA

Professional designations training

Volunteer days

Résumé du poste

Corient offers a summer internship in Chicago for a student pursuing a bachelor’s degree. The role involves preparing client materials, analyzing financial information, and assisting in creating planning templates.

You will work in-office four days a week, gaining hands-on experience with a broad range of wealth-management topics. The position emphasizes client service, confidentiality, and collaboration within a team, with opportunity to learn about taxes, estate planning, and risk management

Qualifications

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

Responsabilités

• Prepare materials for client presentations, such as financial projections and reports.
• Review, summarize, and analyze financial information related to a client’s life (risk, retirement, taxes, estate, gifting).
• 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 and outside professionals.

Connaissances

Workload management

Communication

Organization

Multitasking

Analytical thinking

Attention to detail

Confidentiality

Client service mindset

Formation

Pursuing bachelor’s degree (rising junior or senior by Summer 2027)

Outils

Microsoft Office Suite / Excel

Description du poste

Corient offers a summer internship in Chicago for a student pursuing a bachelor’s degree. The role involves preparing client materials, analyzing financial information, and assisting in creating planning templates.

You will work in-office four days a week, gaining hands-on experience with a broad range of wealth-management topics. The position emphasizes client service, confidentiality, and collaboration within a team, with opportunity to learn about taxes, estate planning, and risk management