Wealth Planning Intern — Summer 2027

Corient Services LLC; Charlotte (NC); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Company-paid benefits and growth

Job summary

Corient Services LLC in Charlotte, NC is seeking a motivated summer intern to assist in financial planning activities and client presentation preparation. The role focuses on analyzing risk management, retirement planning, estate planning, taxes, and budgeting while supporting documentation management and project initiatives.

You will work on-site four days per week, totaling 40 hours weekly, with duties spanning client lifecycle support and collaboration across teams.

Qualifications

• This role requires pursuing a bachelor’s degree and ideally be a rising junior or senior by summer 2027.
• Demonstrates an extraordinary client service attitude and ethics.
• Team player who can assist, mentor, and inspire others.
• Maintains strict confidentiality regarding client and firm matters.

Responsibilities

• Prepare materials for client presentations such as financial projections and statements.
• Review and analyze financial aspects of clients’ lives including retirement, taxes, estate planning.
• Assist in preparing customized financial planning templates for 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 professionals.

Skills

Workload management

Communication skills

Organizational skills

Multi-tasking

Analytical skills

Speed and accuracy

Financial planning basics

Insurance & estate planning

Excel

Microsoft Office Suite

Education

Bachelor's degree in progress

Tools

Microsoft Office

Job description

Corient Services LLC in Charlotte, NC is seeking a motivated summer intern to assist in financial planning activities and client presentation preparation. The role focuses on analyzing risk management, retirement planning, estate planning, taxes, and budgeting while supporting documentation management and project initiatives.

You will work on-site four days per week, totaling 40 hours weekly, with duties spanning client lifecycle support and collaboration across teams.