Wealth Planning Intern — UHNW Client Focus (In-Office)

Corient; Columbus (OH); Sur place; USD 25 000 - 30 000; Plein temps

Avantages offerts par ce poste

401(k) Match option

Medical plan options

Dental, Vision & Life Insurance

Disability insurance

Parental leave

FSA / HSA programs

Training reimbursement

Professional designations support

Volunteer days

Résumé du poste

Corient in Columbus, OH is seeking a motivated student for a summer internship focused on supporting financial planning preparation and client materials. The role emphasizes strong communication, organizational skills, and the ability to balance multiple priorities in a fast-paced setting.

The intern will assist with presentations, data analysis, and document management while collaborating with advisors and team members. Office-based, 40 hours per week, June–August 2027.

Qualifications

• Pursuing a bachelor’s degree and ideally a rising junior or senior by summer 2027.
• Demonstrates an extraordinary client service attitude.
• Team player who can assist, mentor, and inspire others.
• Maintains high standards of professionalism, ethics, and integrity.
• Maintains strict confidentiality regarding client and firm matters.

Responsabilités

• 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.

Connaissances

Communication

Organizational skills

Multitasking

Analytical thinking

Problem solving

Excel

Financial planning basics

Insurance knowledge

Estate planning

Tax knowledge

Formation

Bachelor’s degree in progress

Outils

Microsoft Office

Description du poste

Corient in Columbus, OH is seeking a motivated student for a summer internship focused on supporting financial planning preparation and client materials. The role emphasizes strong communication, organizational skills, and the ability to balance multiple priorities in a fast-paced setting.

The intern will assist with presentations, data analysis, and document management while collaborating with advisors and team members. Office-based, 40 hours per week, June–August 2027.