Wealth Planning Intern: UHNW Client Impact

ci; Columbus (OH); On-site; USD 2,066,000 - 3,444,000; Full time

Benefits offered by this job

401(k) matching

Medical plans

Dental insurance

Vision insurance

Life insurance

Disability insurance

Parental leave

FSAs/Health Savings Accounts

Commuter benefits

Professional designations

Job summary

Corient in Columbus, OH seeks a driven student for a summer internship (June–August 2027) in our wealth planning team. You will prepare client presentation materials, summaries of risk, retirement and estate planning, and assist in building planning templates.

The role emphasizes client service, confidentiality, and teamwork. You will work onsite four days a week, gain exposure to financial planning concepts, and collaborate with advisors while developing professional professionalism.

Qualifications

• Pursuing a bachelor's degree; rising junior or senior by summer 2027.
• Demonstrates exceptional 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, 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.

Skills

Workload management

Communication

Organization

Multitasking

Analytical skills

Deadline oriented

Financial concepts

Insurance concepts

Tax concepts

Excel

Education

Pursuing bachelor's degree

Tools

Microsoft Office

Excel

Job description

Corient in Columbus, OH seeks a driven student for a summer internship (June–August 2027) in our wealth planning team. You will prepare client presentation materials, summaries of risk, retirement and estate planning, and assist in building planning templates.

The role emphasizes client service, confidentiality, and teamwork. You will work onsite four days a week, gain exposure to financial planning concepts, and collaborate with advisors while developing professional professionalism.